+60.9%
HAS vs SOLS
+38.0%
+23.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.4% | +0.6% |
| 7D | +3.3% | +5.3% | -2.0% | +2.8% |
| 30D | +30.5% | +6.0% | +24.6% | +29.8% |
| 3M | +29.9% | +7.9% | +22.0% | +29.0% |
| 6M | +26.5% | -16.7% | +43.3% | +27.2% |
| YTD | +51.9% | +34.3% | +17.7% | +37.9% |
| 1Y | +60.9% | +38.2% | +22.7% | +44.4% |
| All | +60.9% | +38.0% | +23.0% | +44.4% |
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