-44.9%
APP vs SOLS
+22.7%
-67.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -3.9% | -2.7% |
| 7D | +0.1% | +4.5% | -4.4% | 0.0% |
| 30D | -10.0% | +6.0% | -16.0% | -10.2% |
| 3M | -44.6% | -19.7% | -25.0% | -45.3% |
| 6M | -37.9% | -10.4% | -27.5% | -38.6% |
| YTD | -53.7% | +33.3% | -86.9% | -53.9% |
| All | -44.9% | +22.7% | -67.6% | -45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling