+33.4%
AG vs SOLS
+37.2%
-3.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -6.5% | +15.7% | +11.0% |
| 7D | -2.6% | -8.8% | +6.2% | -0.1% |
| 30D | -12.1% | -0.6% | -11.5% | -12.1% |
| 3M | -6.6% | -9.0% | +2.4% | -4.3% |
| 6M | -20.5% | -28.7% | +8.2% | -12.7% |
| YTD | -7.4% | +19.2% | -26.6% | -3.6% |
| 1Y | +33.4% | +32.6% | +0.8% | +39.2% |
| All | +33.4% | +37.2% | -3.8% | +39.2% |
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