+31.2%
DG vs SOLS
+43.1%
-11.9%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.4% |
| 7D | +0.3% | +14.0% | -13.7% | +1.3% |
| 30D | +3.2% | +10.0% | -6.7% | +4.0% |
| 3M | +10.4% | +5.8% | +4.6% | +11.3% |
| 6M | +33.2% | -25.2% | +58.3% | +34.3% |
| YTD | +3.0% | +36.5% | -33.6% | +2.9% |
| 1Y | +31.2% | +45.0% | -13.8% | +32.1% |
| All | +31.2% | +43.1% | -11.9% | +32.1% |
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