+175.9%
ASX vs SOLS
+23.7%
+152.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.1% | +2.1% |
| 7D | -9.1% | +5.3% | -14.5% | -11.3% |
| 30D | -23.6% | +6.0% | -29.6% | -25.2% |
| 3M | -5.6% | +7.9% | -13.5% | -8.7% |
| 6M | +4.7% | -16.7% | +21.4% | +12.5% |
| YTD | +122.6% | +34.3% | +88.3% | +122.6% |
| 1Y | +133.0% | +38.2% | +94.8% | +132.8% |
| All | +175.9% | +23.7% | +152.2% | +175.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling