+145.8%
FSLR vs FIVN
+243.6%
-97.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | 0.0% |
| 7D | -14.8% | -2.8% | -11.9% | -14.4% |
| 30D | -4.3% | -17.4% | +13.1% | -1.8% |
| 3M | -23.4% | -19.2% | -4.2% | -21.4% |
| 6M | -26.9% | +29.4% | -56.3% | -31.8% |
| YTD | -34.4% | +36.3% | -70.7% | -40.6% |
| 1Y | -33.2% | +33.5% | -66.7% | -39.4% |
| 3Y | +28.1% | -56.8% | +84.9% | +38.3% |
| 5Y | +54.5% | -83.0% | +137.5% | +89.1% |
| 10Y | +434.6% | +87.3% | +347.3% | +339.6% |
| All | +145.8% | +243.6% | -97.8% | +82.5% |
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