+13.4%
DOCU vs SOLS
+27.7%
-14.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.3% | -0.1% | +3.7% |
| 7D | -0.4% | +16.4% | -16.8% | +2.0% |
| 30D | +12.9% | +10.6% | +2.3% | +15.0% |
| 3M | +35.1% | +10.0% | +25.0% | +37.8% |
| 6M | +76.2% | -21.2% | +97.4% | +73.7% |
| YTD | +17.2% | +38.7% | -21.5% | +15.3% |
| 1Y | +16.4% | +46.1% | -29.6% | +13.9% |
| All | +13.4% | +27.7% | -14.3% | +11.2% |
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 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