+105.4%
FSLR vs ITOT
+73.3%
+32.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.2% | -4.2% |
| 7D | +0.2% | -0.4% | +0.6% | +0.7% |
| 30D | -15.1% | -1.6% | -13.6% | -13.6% |
| 3M | -22.5% | +3.5% | -26.1% | -25.0% |
| 6M | +4.0% | +13.1% | -9.2% | -7.9% |
| YTD | -22.3% | +12.7% | -35.0% | -31.1% |
| 1Y | 0.0% | +18.3% | -18.3% | -15.3% |
| 3Y | +10.9% | +76.4% | -65.5% | -38.5% |
| 5Y | +105.4% | +73.8% | +31.6% | +18.9% |
| All | +105.4% | +73.3% | +32.0% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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