+116.4%
FSLR vs RMD
-19.3%
+135.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.3% |
| 7D | 0.0% | -5.0% | +5.0% | +1.2% |
| 30D | -13.7% | +2.2% | -15.9% | -14.3% |
| 3M | -35.1% | +17.8% | -52.9% | -37.9% |
| 6M | +3.6% | -11.3% | +15.0% | +6.5% |
| YTD | -21.7% | -4.4% | -17.3% | -21.4% |
| 1Y | +1.3% | -15.7% | +17.0% | +5.1% |
| 3Y | +9.7% | +47.7% | -38.0% | -7.2% |
| All | +116.4% | -19.3% | +135.7% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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