+82.2%
FLEX vs SOLS
+22.7%
+59.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +3.8% |
| 7D | +7.0% | +4.5% | +2.4% | +5.0% |
| 30D | -5.8% | +6.0% | -11.8% | -8.3% |
| 3M | -24.2% | -19.7% | -4.5% | -17.8% |
| 6M | +90.8% | -10.4% | +101.2% | +97.5% |
| YTD | +89.2% | +33.3% | +55.9% | +73.1% |
| All | +82.2% | +22.7% | +59.4% | +65.7% |
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 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