-29.9%
CG vs SOLS
+25.7%
-55.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +0.2% | +14.0% | -13.8% | -1.2% |
| 30D | +11.2% | +10.0% | +1.2% | +9.6% |
| 3M | -22.1% | +5.8% | -27.9% | -22.9% |
| 6M | -17.9% | -25.2% | +7.3% | -16.1% |
| YTD | -31.3% | +36.5% | -67.8% | -36.1% |
| 1Y | -24.0% | +45.0% | -69.0% | -30.4% |
| All | -29.9% | +25.7% | -55.6% | -35.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling