+36.3%
COMP vs SOLS
+10.3%
+26.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.4% | +5.4% | +10.0% |
| 7D | +13.4% | -4.2% | +17.7% | +13.8% |
| 30D | +11.1% | -3.9% | +15.0% | +11.3% |
| 3M | -18.8% | -6.6% | -12.2% | -18.5% |
| 6M | +10.5% | -29.1% | +39.6% | +14.3% |
| YTD | -3.4% | +19.8% | -23.2% | -2.4% |
| 1Y | +19.7% | +29.2% | -9.5% | +20.1% |
| All | +36.3% | +10.3% | +26.0% | +37.3% |
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