+9.8%
DOCU vs SOLS
+10.3%
-0.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.4% | -7.0% | -0.8% |
| 7D | -5.5% | -4.2% | -1.3% | -6.1% |
| 30D | +12.6% | -3.9% | +16.6% | +12.1% |
| 3M | +36.4% | -6.6% | +43.0% | +35.6% |
| 6M | +66.8% | -29.1% | +95.9% | +61.7% |
| YTD | +13.5% | +19.8% | -6.3% | +9.0% |
| 1Y | +11.3% | +29.2% | -17.9% | +6.2% |
| All | +9.8% | +10.3% | -0.5% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling