-17.9%
HD vs SOLS
+20.3%
-38.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +0.9% | -0.9% |
| 7D | -1.8% | +3.7% | -5.5% | -2.1% |
| 30D | -10.8% | +5.0% | -15.9% | -11.3% |
| 3M | -2.7% | -21.1% | +18.4% | -0.7% |
| 6M | -10.3% | -14.2% | +3.9% | -9.8% |
| YTD | -7.8% | +30.6% | -38.5% | -10.1% |
| All | -17.9% | +20.3% | -38.2% | -20.3% |
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