+32.6%
SOLS vs FHN
+14.6%
+18.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.7% | -8.2% | -7.4% |
| 7D | -8.8% | +2.3% | -11.1% | -9.9% |
| 30D | -0.6% | +1.6% | -2.2% | -1.6% |
| 3M | -9.0% | -8.4% | -0.7% | -4.4% |
| 6M | -28.7% | -2.3% | -26.4% | -28.1% |
| YTD | +19.2% | +1.5% | +17.7% | +11.6% |
| 1Y | +32.6% | +15.0% | +17.6% | +3.7% |
| All | +32.6% | +14.6% | +18.0% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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