+14.5%
FIX vs SOLS
+35.1%
-20.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.7% | -0.3% | +3.9% |
| 7D | -7.2% | +8.0% | -15.3% | -10.4% |
| 30D | -35.1% | +3.7% | -38.9% | -35.9% |
| 3M | -34.3% | +4.6% | -38.8% | -35.5% |
| 6M | -42.9% | -18.5% | -24.5% | -37.5% |
| YTD | +19.5% | +31.4% | -12.0% | +12.3% |
| All | +14.5% | +35.1% | -20.5% | +6.4% |
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