+68.3%
FSLR vs DOCU
-71.9%
+140.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +0.9% |
| 7D | +10.7% | -3.2% | +13.9% | +11.2% |
| 30D | +8.9% | +15.7% | -6.8% | +6.4% |
| 3M | -17.3% | +37.3% | -54.6% | -21.6% |
| 6M | -10.8% | +63.1% | -73.9% | -18.1% |
| YTD | -25.1% | +15.4% | -40.4% | -27.7% |
| 1Y | -29.4% | +11.3% | -40.7% | -31.5% |
| 3Y | +28.8% | +92.1% | -63.2% | +7.5% |
| 5Y | +68.3% | -70.5% | +138.8% | +72.9% |
| All | +68.3% | -71.9% | +140.2% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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