+288.5%
DELL vs SOLS
+17.0%
+271.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +8.2% | -3.5% | +11.7% | +9.0% |
| 30D | +17.1% | -1.0% | +18.0% | +17.4% |
| 3M | +45.2% | -24.1% | +69.3% | +49.2% |
| 6M | +286.8% | -18.0% | +304.7% | +292.9% |
| YTD | +354.8% | +27.1% | +327.7% | +350.2% |
| All | +288.5% | +17.0% | +271.5% | +283.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling