+27.6%
SOLS vs FLR
+12.4%
+15.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.0% |
| 7D | +0.3% | -6.9% | +7.2% | +2.5% |
| 30D | +0.9% | +1.1% | -0.3% | +0.2% |
| 3M | -20.7% | +14.3% | -35.0% | -25.3% |
| 6M | -17.7% | +19.1% | -36.8% | -24.6% |
| YTD | +27.1% | +35.1% | -8.0% | +6.9% |
| All | +27.6% | +12.4% | +15.2% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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