+47.1%
CSCO vs SOLS
+26.5%
+20.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.3% |
| 7D | +6.6% | +20.8% | -14.3% | +4.4% |
| 30D | -11.3% | +9.2% | -20.5% | -12.3% |
| 3M | -17.3% | +7.1% | -24.4% | -18.1% |
| 6M | +3.5% | -23.7% | +27.2% | +4.2% |
| YTD | +34.9% | +37.3% | -2.5% | +33.6% |
| 1Y | +40.5% | +42.2% | -1.7% | +39.2% |
| All | +47.1% | +26.5% | +20.6% | +45.7% |
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