+27.5%
SOLS vs FND
-34.0%
+61.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.3% |
| 7D | -3.5% | -5.8% | +2.3% | -2.1% |
| 30D | -1.0% | -20.2% | +19.2% | +4.3% |
| 3M | -24.1% | -12.0% | -12.1% | -22.2% |
| 6M | -18.0% | -18.5% | +0.5% | -14.5% |
| YTD | +27.1% | -22.3% | +49.3% | +29.0% |
| All | +27.5% | -34.0% | +61.6% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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