+119.6%
FSLR vs IOT
+54.1%
+65.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +2.2% | -4.5% | +6.8% | +2.9% |
| 30D | -7.8% | -2.4% | -5.4% | -7.6% |
| 3M | -22.9% | +19.0% | -41.9% | -25.4% |
| 6M | +4.4% | +19.6% | -15.3% | +0.2% |
| YTD | -20.0% | +8.3% | -28.2% | -22.7% |
| 1Y | +2.8% | -0.8% | +3.6% | +0.7% |
| 3Y | +16.5% | +24.4% | -7.9% | +2.3% |
| All | +119.6% | +54.1% | +65.5% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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