-5.5%
EXC vs SOLS
+22.7%
-28.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | +0.7% |
| 7D | +1.2% | +4.5% | -3.3% | +1.2% |
| 30D | -2.7% | +6.0% | -8.7% | -2.7% |
| 3M | -1.0% | -19.7% | +18.7% | -0.8% |
| 6M | -9.3% | -10.4% | +1.1% | -9.5% |
| YTD | +3.6% | +33.3% | -29.6% | +3.1% |
| All | -5.5% | +22.7% | -28.3% | -6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling