+157.8%
FSLR vs FGI
-70.3%
+228.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | +10.7% | -11.6% | +22.3% | +10.8% |
| 30D | +8.9% | -3.3% | +12.2% | +8.9% |
| 3M | -17.3% | +65.6% | -82.9% | -18.2% |
| 6M | -10.8% | -2.8% | -8.0% | -11.2% |
| YTD | -25.1% | +30.1% | -55.2% | -26.2% |
| 1Y | -29.4% | +50.2% | -79.6% | -30.5% |
| 3Y | +28.8% | -0.4% | +29.3% | +28.1% |
| All | +157.8% | -70.3% | +228.1% | +171.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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