+10.9%
GD vs SOLS
+27.7%
-16.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.3% | 0.0% |
| 7D | +0.6% | +16.4% | -15.7% | +1.0% |
| 30D | +9.5% | +10.6% | -1.1% | +9.7% |
| 3M | -5.8% | +10.0% | -15.9% | -5.7% |
| 6M | +7.7% | -21.2% | +28.9% | +6.5% |
| YTD | +11.1% | +38.7% | -27.6% | +10.8% |
| 1Y | +6.1% | +46.1% | -40.0% | +5.7% |
| All | +10.9% | +27.7% | -16.8% | +10.5% |
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 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