-53.7%
FIS vs SOLS
+43.1%
-96.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.1% |
| 7D | +2.8% | +14.0% | -11.2% | +4.2% |
| 30D | -16.7% | +10.0% | -26.7% | -15.8% |
| 3M | -32.3% | +5.8% | -38.1% | -31.9% |
| 6M | -29.1% | -25.2% | -3.9% | -31.2% |
| YTD | -54.1% | +36.5% | -90.7% | -55.2% |
| 1Y | -53.7% | +45.0% | -98.8% | -55.7% |
| All | -53.7% | +43.1% | -96.9% | -55.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling