+116.4%
FSLR vs DOCS
-73.4%
+189.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.3% | -1.0% |
| 7D | 0.0% | -1.4% | +1.4% | +0.2% |
| 30D | -13.7% | +21.8% | -35.5% | -16.6% |
| 3M | -35.1% | +27.3% | -62.4% | -37.8% |
| 6M | +3.6% | -0.3% | +4.0% | +2.0% |
| YTD | -21.7% | -40.5% | +18.8% | -17.3% |
| 1Y | +1.3% | -61.5% | +62.8% | +14.0% |
| 3Y | +9.7% | +8.2% | +1.5% | 0.0% |
| All | +116.4% | -73.4% | +189.8% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DOCS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling