+43.5%
COMP vs SOLS
+22.7%
+20.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -3.5% |
| 7D | +4.1% | +4.5% | -0.5% | +3.5% |
| 30D | -14.5% | +6.0% | -20.5% | -15.2% |
| 3M | +41.8% | -19.7% | +61.5% | +45.1% |
| 6M | +23.6% | -10.4% | +34.0% | +25.0% |
| YTD | +1.7% | +33.3% | -31.6% | +1.8% |
| All | +43.5% | +22.7% | +20.8% | +43.2% |
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 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