-41.8%
FIS vs SOLS
+17.1%
-58.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +0.9% |
| 7D | -8.9% | +0.3% | -9.2% | -8.8% |
| 30D | -9.9% | +0.9% | -10.8% | -9.9% |
| 3M | 0.0% | -20.7% | +20.6% | -2.1% |
| 6M | -22.9% | -17.7% | -5.2% | -24.1% |
| YTD | -40.9% | +27.1% | -68.0% | -41.6% |
| All | -41.8% | +17.1% | -58.9% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling