+453.5%
FSLR vs FIVN
+115.6%
+337.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.1% |
| 7D | -0.1% | -11.3% | +11.2% | +2.0% |
| 30D | -14.0% | -7.3% | -6.7% | -12.9% |
| 3M | -16.9% | +41.7% | -58.6% | -23.1% |
| 6M | +4.7% | +78.3% | -73.5% | -8.8% |
| YTD | -20.7% | +50.9% | -71.6% | -29.3% |
| 1Y | +1.7% | +19.7% | -18.0% | -5.3% |
| 3Y | +13.1% | -55.7% | +68.8% | +24.5% |
| 5Y | +108.4% | -82.6% | +191.0% | +165.4% |
| All | +453.5% | +115.6% | +337.9% | +341.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling