-1.8%
CARR vs SOLS
+37.2%
-39.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.1% | +2.0% |
| 7D | -0.7% | -8.8% | +8.1% | +1.3% |
| 30D | +0.3% | -0.6% | +0.9% | +0.1% |
| 3M | -14.9% | -9.0% | -5.9% | -13.5% |
| 6M | -14.9% | -28.7% | +13.8% | -9.6% |
| YTD | +7.0% | +19.2% | -12.1% | +5.4% |
| 1Y | -1.8% | +32.6% | -34.4% | -5.0% |
| All | -1.8% | +37.2% | -39.0% | -5.0% |
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