+74.9%
FSLR vs PH
+197.3%
-122.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.9% | -0.1% | +1.5% |
| 7D | +15.3% | +2.0% | +13.3% | +14.2% |
| 30D | +11.7% | -3.7% | +15.3% | +13.1% |
| 3M | -17.6% | -14.0% | -3.6% | -12.3% |
| 6M | -7.7% | +2.1% | -9.8% | -9.2% |
| YTD | -23.0% | +5.1% | -28.1% | -25.6% |
| 1Y | -26.0% | +10.9% | -37.0% | -30.3% |
| 3Y | +36.9% | +132.9% | -96.1% | -13.2% |
| All | +74.9% | +197.3% | -122.4% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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