+40.7%
ABBV vs SOLS
+37.2%
+3.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.5% | +9.6% | +2.8% |
| 7D | +3.1% | -8.8% | +11.9% | +2.8% |
| 30D | +11.6% | -0.6% | +12.2% | +11.6% |
| 3M | +21.7% | -9.0% | +30.7% | +21.5% |
| 6M | +43.5% | -28.7% | +72.2% | +43.7% |
| YTD | +32.9% | +19.2% | +13.7% | +30.2% |
| 1Y | +40.7% | +32.6% | +8.0% | +37.6% |
| All | +40.7% | +37.2% | +3.5% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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