+5.6%
CVS vs SOLS
+37.2%
-31.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -6.5% | -6.0% | -12.2% |
| 7D | -11.1% | -8.8% | -2.3% | -10.8% |
| 30D | -7.4% | -0.6% | -6.8% | -7.3% |
| 3M | -22.9% | -9.0% | -13.8% | -22.6% |
| 6M | -1.2% | -28.7% | +27.5% | -0.4% |
| YTD | +3.9% | +19.2% | -15.3% | +1.0% |
| 1Y | +5.6% | +32.6% | -27.1% | +2.1% |
| All | +5.6% | +37.2% | -31.6% | +2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling