+47.4%
DE vs SOLS
+17.0%
+30.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.6% | -3.5% | +0.9% | -2.1% |
| 30D | +9.0% | -1.0% | +10.0% | +9.0% |
| 3M | +19.1% | -24.1% | +43.2% | +23.2% |
| 6M | +14.4% | -18.0% | +32.4% | +17.2% |
| YTD | +45.9% | +27.1% | +18.9% | +44.8% |
| All | +47.4% | +17.0% | +30.4% | +45.8% |
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