+40.0%
EOG vs SOLS
+22.7%
+17.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | +0.1% |
| 7D | -2.0% | +4.5% | -6.6% | -1.9% |
| 30D | +7.9% | +6.0% | +1.9% | +8.0% |
| 3M | +4.5% | -19.7% | +24.2% | +4.9% |
| 6M | +12.3% | -10.4% | +22.7% | +12.0% |
| YTD | +41.9% | +33.3% | +8.6% | +39.9% |
| All | +40.0% | +22.7% | +17.3% | +38.5% |
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