-26.4%
APP vs SOLS
+43.1%
-69.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +3.9% |
| 7D | +4.6% | +14.0% | -9.4% | +4.5% |
| 30D | +56.0% | +10.0% | +46.1% | +55.9% |
| 3M | +30.8% | +5.8% | +25.0% | +30.7% |
| 6M | -9.8% | -25.2% | +15.4% | -10.8% |
| YTD | -39.3% | +36.5% | -75.8% | -41.2% |
| 1Y | -26.4% | +45.0% | -71.5% | -29.1% |
| All | -26.4% | +43.1% | -69.6% | -29.1% |
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