+39.3%
ASML vs SOLS
+23.8%
+15.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.4% | -0.4% | +3.1% |
| 7D | -9.0% | -4.2% | -4.8% | -7.6% |
| 30D | -21.0% | -3.9% | -17.1% | -19.7% |
| 3M | -16.3% | -6.6% | -9.7% | -14.2% |
| 6M | -7.5% | -29.1% | +21.6% | +2.7% |
| YTD | +34.0% | +19.8% | +14.2% | +39.1% |
| 1Y | +39.3% | +29.2% | +10.0% | +43.5% |
| All | +39.3% | +23.8% | +15.5% | +43.5% |
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