-4.6%
HD vs SOLS
+37.2%
-41.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.5% | +13.1% | +6.9% |
| 7D | +11.9% | -8.8% | +20.7% | +12.5% |
| 30D | +26.4% | -0.6% | +27.0% | +25.9% |
| 3M | +2.8% | -9.0% | +11.9% | +3.1% |
| 6M | +15.5% | -28.7% | +44.1% | +18.0% |
| YTD | +5.5% | +19.2% | -13.6% | +2.4% |
| 1Y | -4.6% | +32.6% | -37.2% | -8.3% |
| All | -4.6% | +37.2% | -41.8% | -8.3% |
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 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