+193.2%
FSLR vs FIVN
+318.5%
-125.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.0% |
| 7D | 0.0% | -2.3% | +2.3% | +0.4% |
| 30D | -13.7% | +12.4% | -26.1% | -15.8% |
| 3M | -35.1% | +36.0% | -71.1% | -39.0% |
| 6M | +3.6% | +86.0% | -82.3% | -9.3% |
| YTD | -21.7% | +65.9% | -87.7% | -30.7% |
| 1Y | +1.3% | +26.5% | -25.2% | -6.0% |
| 3Y | +9.7% | -54.2% | +63.9% | +18.6% |
| 5Y | +117.4% | -80.5% | +197.8% | +161.7% |
| 10Y | +435.5% | +109.6% | +325.8% | +334.3% |
| All | +193.2% | +318.5% | -125.2% | +112.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling