+29.6%
EXPE vs SOLS
+17.0%
+12.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | -5.8% | -3.5% | -2.3% | -5.6% |
| 30D | -13.6% | -1.0% | -12.7% | -13.7% |
| 3M | +25.2% | -24.1% | +49.3% | +26.5% |
| 6M | +22.3% | -18.0% | +40.3% | +21.9% |
| YTD | -0.3% | +27.1% | -27.4% | -12.7% |
| All | +29.6% | +17.0% | +12.6% | +12.9% |
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