-60.5%
FIG vs SOLS
+20.3%
-80.8%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -3.7% |
| 7D | -14.5% | +3.7% | -18.2% | -13.6% |
| 30D | -13.3% | +5.0% | -18.3% | -11.7% |
| 3M | +7.4% | -21.1% | +28.5% | +3.7% |
| 6M | -27.8% | -14.2% | -13.6% | -29.5% |
| YTD | -41.1% | +30.6% | -71.7% | -40.7% |
| All | -60.5% | +20.3% | -80.8% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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