+51.9%
DOW vs SOLS
+37.2%
+14.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.5% | +3.3% | -3.0% |
| 7D | -4.2% | -8.8% | +4.6% | -3.9% |
| 30D | +14.7% | -0.6% | +15.3% | +14.5% |
| 3M | +9.1% | -9.0% | +18.1% | +9.3% |
| 6M | -17.7% | -28.7% | +11.0% | -16.2% |
| YTD | +44.6% | +19.2% | +25.5% | +29.9% |
| 1Y | +51.9% | +32.6% | +19.3% | +33.4% |
| All | +51.9% | +37.2% | +14.7% | +33.4% |
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