-24.0%
CG vs SOLS
+17.1%
-41.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -2.1% |
| 7D | -9.8% | +0.3% | -10.1% | -9.8% |
| 30D | -10.3% | +0.9% | -11.2% | -10.4% |
| 3M | -1.7% | -20.7% | +19.0% | 0.0% |
| 6M | -9.8% | -17.7% | +7.9% | -9.0% |
| YTD | -25.6% | +27.1% | -52.7% | -30.0% |
| All | -24.0% | +17.1% | -41.1% | -29.0% |
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