+27.6%
SCHD vs FSLR
+2.3%
+25.3%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FSLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.4% |
| 7D | -2.0% | +2.2% | -4.2% | -2.0% |
| 30D | -0.4% | -7.8% | +7.4% | -0.2% |
| 3M | +5.7% | -22.9% | +28.6% | +6.5% |
| 6M | +11.9% | +4.4% | +7.5% | +11.6% |
| YTD | +26.4% | -20.0% | +46.4% | +26.8% |
| 1Y | +27.6% | +2.8% | +24.8% | +30.7% |
| All | +27.6% | +2.3% | +25.3% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FSLR.
Daily Out/Under-Performance
Portfolio return minus FSLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FSLR 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 FSLR 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