+4.2%
AVGO vs SOLS
+17.0%
-12.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | +1.1% | -3.5% | +4.6% | +1.9% |
| 30D | -13.0% | -1.0% | -12.0% | -12.9% |
| 3M | -6.0% | -24.1% | +18.1% | -0.8% |
| 6M | +6.4% | -18.0% | +24.3% | +10.2% |
| YTD | +5.0% | +27.1% | -22.1% | -0.3% |
| All | +4.2% | +17.0% | -12.8% | -2.0% |
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