+11.8%
DIA vs SOLS
+43.1%
-31.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +2.1% | +14.0% | -11.9% | +1.2% |
| 30D | +1.5% | +10.0% | -8.5% | +0.6% |
| 3M | -2.4% | +5.8% | -8.2% | -3.0% |
| 6M | +6.0% | -25.2% | +31.1% | +7.7% |
| YTD | +10.1% | +36.5% | -26.5% | +5.9% |
| 1Y | +11.8% | +45.0% | -33.2% | +6.0% |
| All | +11.8% | +43.1% | -31.3% | +6.0% |
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