-48.1%
DOCS vs SOLS
+23.8%
-71.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.4% | -7.4% | -1.4% |
| 7D | -0.8% | -4.2% | +3.4% | -1.2% |
| 30D | +17.4% | -3.9% | +21.3% | +17.0% |
| 3M | +57.4% | -6.6% | +64.0% | +56.1% |
| 6M | +26.5% | -29.1% | +55.7% | +22.1% |
| YTD | -26.6% | +19.8% | -46.4% | -25.1% |
| 1Y | -48.1% | +29.2% | -77.3% | -46.9% |
| All | -48.1% | +23.8% | -71.8% | -46.9% |
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