+33.8%
SOLS vs FND
-33.2%
+67.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.6% | +5.9% | +2.3% |
| 7D | +4.5% | +0.4% | +4.2% | +4.4% |
| 30D | +6.0% | -23.6% | +29.6% | +12.8% |
| 3M | -19.7% | +4.3% | -24.0% | -21.3% |
| 6M | -10.4% | -20.3% | +9.9% | -6.0% |
| YTD | +33.3% | -21.3% | +54.6% | +34.9% |
| All | +33.8% | -33.2% | +67.0% | +49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling