+113.4%
FSLR vs IOT
+55.2%
+58.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.7% | -1.0% | -4.2% |
| 7D | +0.2% | +5.1% | -4.8% | -0.5% |
| 30D | -15.1% | -3.0% | -12.1% | -14.8% |
| 3M | -22.5% | +15.0% | -37.5% | -24.6% |
| 6M | +4.0% | +13.1% | -9.2% | +0.7% |
| YTD | -22.3% | +9.0% | -31.3% | -24.9% |
| 1Y | 0.0% | +0.1% | -0.1% | -2.2% |
| 3Y | +10.9% | +26.4% | -15.6% | -3.0% |
| All | +113.4% | +55.2% | +58.2% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling