+63.1%
FSLR vs SPXU
-83.3%
+146.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.1% | -6.7% | -5.1% |
| 7D | -2.6% | +0.5% | -3.1% | -2.2% |
| 30D | +1.8% | +10.9% | -9.1% | +6.4% |
| 3M | -24.4% | +9.6% | -34.0% | -20.9% |
| 6M | -17.7% | -4.7% | -13.0% | -16.6% |
| YTD | -30.7% | -24.6% | -6.1% | -34.6% |
| 1Y | -33.6% | -24.7% | -8.9% | -37.0% |
| 3Y | +35.1% | -80.0% | +115.2% | -10.4% |
| 5Y | +63.1% | -83.5% | +146.5% | +20.6% |
| All | +63.1% | -83.3% | +146.4% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling