+167.2%
ASX vs SOLS
+21.0%
+146.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.7% | -1.1% | +3.6% |
| 7D | -12.3% | +8.0% | -20.3% | -15.4% |
| 30D | -26.0% | +3.7% | -29.7% | -26.8% |
| 3M | -8.1% | +4.6% | -12.7% | -9.7% |
| 6M | +1.4% | -18.5% | +19.9% | +10.1% |
| YTD | +115.6% | +31.4% | +84.1% | +118.0% |
| 1Y | +128.0% | +34.5% | +93.6% | +130.4% |
| All | +167.2% | +21.0% | +146.1% | +170.1% |
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 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