+44.6%
ASML vs SOLS
+25.7%
+18.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +4.9% | +14.0% | -9.1% | +0.3% |
| 30D | -9.3% | +10.0% | -19.2% | -12.1% |
| 3M | -19.0% | +5.8% | -24.8% | -20.6% |
| 6M | -5.2% | -25.2% | +20.0% | +1.7% |
| YTD | +40.6% | +36.5% | +4.1% | +37.8% |
| 1Y | +47.5% | +45.0% | +2.5% | +43.4% |
| All | +44.6% | +25.7% | +18.9% | +41.1% |
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 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