+247.0%
DELL vs SOLS
+17.1%
+229.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.7% | -2.7% | -4.8% |
| 7D | -1.9% | +0.3% | -2.2% | -1.9% |
| 30D | +14.9% | +0.9% | +14.0% | +14.8% |
| 3M | +37.2% | -20.7% | +57.9% | +40.4% |
| 6M | +254.0% | -17.7% | +271.7% | +259.5% |
| YTD | +306.1% | +27.1% | +279.0% | +302.0% |
| All | +247.0% | +17.1% | +229.9% | +242.2% |
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