+27.8%
EEM vs SOLS
+22.7%
+5.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | +3.1% | +4.5% | -1.5% | +2.2% |
| 30D | +4.9% | +6.0% | -1.1% | +3.6% |
| 3M | +5.2% | -19.7% | +24.9% | +8.8% |
| 6M | +20.7% | -10.4% | +31.1% | +22.3% |
| YTD | +26.5% | +33.3% | -6.8% | +25.8% |
| All | +27.8% | +22.7% | +5.1% | +27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling