-21.7%
FN vs SOLS
+35.1%
-56.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +9.7% | +2.1% | +5.6% |
| 7D | +16.3% | +8.0% | +8.3% | +11.7% |
| 30D | -24.7% | +3.7% | -28.5% | -25.7% |
| 3M | -34.9% | +4.6% | -39.5% | -35.8% |
| 6M | -41.1% | -18.5% | -22.6% | -34.9% |
| YTD | -19.6% | +31.4% | -51.1% | -25.7% |
| All | -21.7% | +35.1% | -56.7% | -28.4% |
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