+454.3%
FSLR vs IOVA
+6.6%
+447.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.4% |
| 7D | +6.8% | +5.1% | +1.7% | +6.3% |
| 30D | -14.7% | +37.2% | -51.9% | -17.5% |
| 3M | -22.6% | +117.5% | -140.1% | -29.2% |
| 6M | +12.7% | +69.6% | -56.9% | +4.7% |
| YTD | -18.4% | +218.7% | -237.0% | -29.5% |
| 1Y | +4.9% | +265.5% | -260.6% | -11.5% |
| 3Y | +16.4% | +46.2% | -29.8% | -2.1% |
| 5Y | +123.5% | -63.2% | +186.7% | +103.2% |
| 10Y | +454.3% | +6.1% | +448.2% | +331.1% |
| All | +454.3% | +6.6% | +447.7% | +331.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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