-47.3%
DOCS vs SOLS
+37.2%
-84.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -6.5% | +12.9% | +5.6% |
| 7D | +1.2% | -8.8% | +10.0% | +0.2% |
| 30D | +21.3% | -0.6% | +21.9% | +21.4% |
| 3M | +58.4% | -9.0% | +67.4% | +56.6% |
| 6M | +39.3% | -28.7% | +68.0% | +34.6% |
| YTD | -21.7% | +19.2% | -40.9% | -20.4% |
| 1Y | -47.3% | +32.6% | -79.9% | -46.2% |
| All | -47.3% | +37.2% | -84.5% | -46.2% |
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 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