+16.4%
FSLR vs SPXU
-80.6%
+96.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +5.0% |
| 7D | +6.8% | -1.5% | +8.3% | +6.2% |
| 30D | -14.7% | +3.7% | -18.4% | -13.3% |
| 3M | -22.6% | -9.6% | -13.0% | -24.5% |
| 6M | +12.7% | -32.4% | +45.1% | +0.3% |
| YTD | -18.4% | -28.7% | +10.3% | -25.7% |
| 1Y | +4.9% | -38.2% | +43.2% | -8.2% |
| 3Y | +16.4% | -80.4% | +96.8% | -33.9% |
| All | +16.4% | -80.6% | +96.9% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling