+66.9%
HAS vs SOLS
+21.0%
+45.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.7% | -8.1% | +1.1% |
| 7D | +2.2% | +8.0% | -5.8% | +1.6% |
| 30D | +29.6% | +3.7% | +25.8% | +29.1% |
| 3M | +30.3% | +4.6% | +25.7% | +29.7% |
| 6M | +25.6% | -18.5% | +44.1% | +26.4% |
| YTD | +50.8% | +31.4% | +19.4% | +43.6% |
| 1Y | +63.0% | +34.5% | +28.6% | +54.2% |
| All | +66.9% | +21.0% | +45.8% | +57.9% |
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 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