+21.7%
FSUN vs SPY
+13.0%
+8.8%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.8% |
| 7D | -3.0% | -0.9% | -2.1% | -2.5% |
| 30D | +1.7% | -2.4% | +4.1% | +3.2% |
| 3M | -2.8% | -1.2% | -1.6% | -2.2% |
| 6M | +10.5% | +3.3% | +7.2% | +7.5% |
| YTD | +4.9% | +12.3% | -7.4% | -5.0% |
| 1Y | +21.7% | +12.4% | +9.3% | +10.2% |
| All | +21.7% | +13.0% | +8.8% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling