+5.9%
GD vs SOLS
+23.8%
-17.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -6.0% | -0.5% |
| 7D | -5.0% | -4.2% | -0.8% | -5.1% |
| 30D | +8.9% | -3.9% | +12.8% | +8.8% |
| 3M | -8.0% | -6.6% | -1.5% | -8.2% |
| 6M | +2.9% | -29.1% | +32.0% | +1.4% |
| YTD | +7.1% | +19.8% | -12.7% | +5.7% |
| 1Y | +5.9% | +29.2% | -23.3% | +3.5% |
| All | +5.9% | +23.8% | -17.9% | +3.5% |
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