+100.4%
AMAT vs SOLS
+21.2%
+79.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.8% | +0.5% | +2.6% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | -14.8% | +2.1% | -16.9% | -15.8% |
| 3M | -9.3% | -24.1% | +14.9% | +2.1% |
| 6M | +27.4% | -15.0% | +42.4% | +38.0% |
| YTD | +77.6% | +31.6% | +46.0% | +77.1% |
| All | +100.4% | +21.2% | +79.2% | +97.9% |
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