+57.1%
CSCO vs SOLS
+20.3%
+36.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.4% |
| 7D | 0.0% | +3.7% | -3.7% | -0.3% |
| 30D | -10.7% | +5.0% | -15.7% | -11.0% |
| 3M | -8.7% | -21.1% | +12.4% | -7.7% |
| 6M | +44.9% | -14.2% | +59.1% | +45.7% |
| YTD | +44.1% | +30.6% | +13.5% | +44.0% |
| All | +57.1% | +20.3% | +36.8% | +57.0% |
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 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