+81.0%
FSLR vs IOT
+65.9%
+15.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -3.0% |
| 7D | -12.0% | +0.6% | -12.5% | -12.1% |
| 30D | -7.7% | +0.1% | -7.8% | -7.8% |
| 3M | -24.0% | +5.0% | -29.1% | -24.9% |
| 6M | -24.4% | +47.0% | -71.5% | -29.5% |
| YTD | -34.0% | +16.6% | -50.6% | -37.1% |
| 1Y | -35.6% | +4.8% | -40.4% | -37.6% |
| 3Y | +28.7% | +72.2% | -43.5% | +6.1% |
| All | +81.0% | +65.9% | +15.1% | +30.9% |
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