+74.9%
FSLR vs DOCS
-51.8%
+126.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.0% | +4.8% | +3.0% |
| 7D | +15.3% | -0.8% | +16.1% | +15.4% |
| 30D | +11.7% | +17.4% | -5.7% | +9.0% |
| 3M | -17.6% | +57.4% | -75.0% | -23.5% |
| 6M | -7.7% | +26.5% | -34.3% | -12.4% |
| YTD | -23.0% | -26.6% | +3.6% | -21.0% |
| 1Y | -26.0% | -48.1% | +22.0% | -20.1% |
| 3Y | +36.9% | +52.6% | -15.8% | +16.9% |
| All | +74.9% | -51.8% | +126.7% | +71.3% |
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