+2.1%
EXC vs SOLS
+44.7%
-42.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -1.9% | +20.8% | -22.8% | -1.6% |
| 30D | +7.8% | +9.2% | -1.4% | +7.9% |
| 3M | +1.9% | +7.1% | -5.2% | +1.9% |
| 6M | +3.4% | -23.7% | +27.0% | +3.6% |
| YTD | +7.6% | +37.3% | -29.8% | +9.7% |
| 1Y | +2.1% | +42.2% | -40.1% | +4.3% |
| All | +2.1% | +44.7% | -42.6% | +4.3% |
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