+24.4%
EW vs SOLS
+43.1%
-18.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.3% |
| 7D | +4.9% | +14.0% | -9.1% | +4.3% |
| 30D | +23.9% | +10.0% | +14.0% | +23.2% |
| 3M | +15.8% | +5.8% | +9.9% | +15.2% |
| 6M | +31.7% | -25.2% | +56.8% | +33.9% |
| YTD | +25.7% | +36.5% | -10.8% | +16.5% |
| 1Y | +24.4% | +45.0% | -20.6% | +13.6% |
| All | +24.4% | +43.1% | -18.7% | +13.6% |
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