+26.1%
C vs SOLS
+21.0%
+5.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.7% | -7.3% | +1.5% |
| 7D | -0.9% | +8.0% | -8.9% | -1.7% |
| 30D | -5.4% | +3.7% | -9.1% | -5.9% |
| 3M | -9.2% | +4.6% | -13.7% | -9.8% |
| 6M | -1.8% | -18.5% | +16.7% | -1.4% |
| YTD | +6.7% | +31.4% | -24.8% | +4.1% |
| 1Y | +23.5% | +34.5% | -10.9% | +19.9% |
| All | +26.1% | +21.0% | +5.1% | +22.5% |
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 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