-32.9%
DOCS vs SOLS
+43.1%
-76.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | +2.6% | +14.0% | -11.4% | +3.8% |
| 30D | +11.4% | +10.0% | +1.5% | +12.5% |
| 3M | +25.4% | +5.8% | +19.6% | +25.8% |
| 6M | +42.5% | -25.2% | +67.7% | +39.6% |
| YTD | -24.7% | +36.5% | -61.2% | -28.8% |
| 1Y | -32.9% | +45.0% | -78.0% | -38.7% |
| All | -32.9% | +43.1% | -76.1% | -38.7% |
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