+143.3%
DELL vs SOLS
+37.2%
+106.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -6.5% | -2.3% | -6.8% |
| 7D | -24.6% | -8.8% | -15.8% | -22.3% |
| 30D | -32.5% | -0.6% | -31.9% | -31.7% |
| 3M | -20.2% | -9.0% | -11.2% | -17.7% |
| 6M | +76.5% | -28.7% | +105.1% | +85.4% |
| YTD | +198.9% | +19.2% | +179.8% | +198.6% |
| 1Y | +143.3% | +32.6% | +110.7% | +138.5% |
| All | +143.3% | +37.2% | +106.1% | +138.5% |
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