+25.0%
GILD vs SOLS
+21.2%
+3.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -4.0% | -0.2% |
| 7D | +3.7% | +0.3% | +3.3% | +3.6% |
| 30D | +14.6% | +2.1% | +12.5% | +14.7% |
| 3M | +17.7% | -24.1% | +41.8% | +20.1% |
| 6M | +3.1% | -15.0% | +18.1% | +3.6% |
| YTD | +24.5% | +31.6% | -7.1% | +24.3% |
| All | +25.0% | +21.2% | +3.8% | +24.9% |
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