+97.4%
FIX vs SOLS
+22.7%
+74.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +1.8% |
| 7D | +6.1% | +4.5% | +1.5% | +4.1% |
| 30D | -2.7% | +6.0% | -8.7% | -5.4% |
| 3M | -10.9% | -19.7% | +8.7% | -2.7% |
| 6M | +29.0% | -10.4% | +39.4% | +35.2% |
| YTD | +76.9% | +33.3% | +43.6% | +68.4% |
| All | +97.4% | +22.7% | +74.7% | +87.2% |
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