-4.8%
DIS vs SOLS
+22.7%
-27.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.2% |
| 7D | -1.1% | +4.5% | -5.6% | -1.0% |
| 30D | +0.1% | +6.0% | -5.9% | +0.2% |
| 3M | +7.1% | -19.7% | +26.8% | +7.1% |
| 6M | +4.3% | -10.4% | +14.6% | +4.6% |
| YTD | -6.9% | +33.3% | -40.2% | -7.9% |
| All | -4.8% | +22.7% | -27.5% | -5.8% |
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