+80.1%
FSLR vs IOT
+66.1%
+14.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -14.8% | +0.9% | -15.7% | -14.9% |
| 30D | -4.3% | +1.4% | -5.7% | -4.6% |
| 3M | -23.4% | +0.5% | -23.9% | -23.8% |
| 6M | -26.9% | +50.3% | -77.2% | -32.1% |
| YTD | -34.4% | +16.7% | -51.1% | -37.5% |
| 1Y | -33.2% | +6.8% | -40.0% | -35.5% |
| 3Y | +28.1% | +75.5% | -47.4% | +5.2% |
| All | +80.1% | +66.1% | +14.0% | +30.2% |
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