+6.9%
GD vs SOLS
+10.3%
-3.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.6% |
| YTD | +7.1% | +19.8% | -12.7% | +6.6% |
| 1Y | +5.9% | +29.2% | -23.3% | +5.2% |
| All | +6.9% | +10.3% | -3.4% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling