+35.1%
FSLR vs FIVE
+43.9%
-8.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.4% | -5.5% |
| 7D | -2.6% | +7.3% | -10.0% | -4.3% |
| 30D | +1.8% | +18.1% | -16.3% | -2.3% |
| 3M | -24.4% | +7.7% | -32.1% | -26.1% |
| 6M | -17.7% | +13.6% | -31.3% | -21.0% |
| YTD | -30.7% | +34.6% | -65.3% | -36.4% |
| 1Y | -33.6% | +66.2% | -99.9% | -42.2% |
| 3Y | +35.1% | +43.5% | -8.3% | +8.5% |
| All | +35.1% | +43.9% | -8.8% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 3y: compounded portfolio wealth divided by compounded FIVE 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…
3y analysis · Full analysis span regression · 6 months rolling