+77.3%
EWT vs SOLS
+21.2%
+56.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.8% | -2.0% | +0.9% |
| 7D | +4.0% | +0.3% | +3.7% | +3.9% |
| 30D | +10.3% | +2.1% | +8.2% | +9.6% |
| 3M | +6.1% | -24.1% | +30.2% | +12.1% |
| 6M | +56.6% | -15.0% | +71.6% | +60.7% |
| YTD | +76.6% | +31.6% | +45.0% | +74.7% |
| All | +77.3% | +21.2% | +56.1% | +75.0% |
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