-51.1%
DOCS vs SOLS
+27.7%
-78.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.3% | -0.8% | +2.8% |
| 7D | -4.2% | +16.4% | -20.6% | -2.6% |
| 30D | +8.6% | +10.6% | -2.0% | +9.9% |
| 3M | +27.2% | +10.0% | +17.2% | +28.5% |
| 6M | +26.5% | -21.2% | +47.7% | +23.7% |
| YTD | -25.0% | +38.7% | -63.6% | -22.0% |
| 1Y | -37.0% | +46.1% | -83.0% | -34.8% |
| All | -51.1% | +27.7% | -78.9% | -49.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling