-18.9%
EXE vs SOLS
+37.2%
-56.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.5% | +3.6% | -2.7% |
| 7D | -4.7% | -8.8% | +4.1% | -4.4% |
| 30D | +1.0% | -0.6% | +1.6% | +1.0% |
| 3M | -5.6% | -9.0% | +3.4% | -5.4% |
| 6M | -12.3% | -28.7% | +16.4% | -11.5% |
| YTD | -19.5% | +19.2% | -38.6% | -20.7% |
| 1Y | -18.9% | +32.6% | -51.5% | -20.8% |
| All | -18.9% | +37.2% | -56.1% | -20.8% |
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