+85.8%
CRS vs SOLS
+17.1%
+68.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -1.6% |
| 7D | -4.1% | +0.3% | -4.4% | -4.2% |
| 30D | -16.6% | +0.9% | -17.5% | -16.9% |
| 3M | -14.3% | -20.7% | +6.4% | -10.5% |
| 6M | +11.6% | -17.7% | +29.3% | +15.0% |
| YTD | +42.6% | +27.1% | +15.5% | +39.7% |
| All | +85.8% | +17.1% | +68.8% | +82.9% |
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