-41.9%
FSOL vs SPY
+15.6%
-57.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -3.5% |
| 7D | -9.5% | +3.3% | -12.8% | -15.8% |
| 30D | -24.1% | -2.7% | -21.4% | -19.1% |
| 3M | +7.3% | -1.7% | +9.0% | +12.1% |
| 6M | -14.7% | +3.1% | -17.7% | -20.4% |
| YTD | -34.1% | +11.9% | -46.0% | -46.4% |
| All | -41.9% | +15.6% | -57.5% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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