-39.7%
HDB vs SOLS
+20.3%
-60.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.7% |
| 7D | -4.9% | +3.7% | -8.6% | -5.0% |
| 30D | -5.8% | +5.0% | -10.9% | -6.1% |
| 3M | -5.2% | -21.1% | +15.9% | -5.4% |
| 6M | -25.7% | -14.2% | -11.5% | -26.5% |
| YTD | -39.6% | +30.6% | -70.2% | -39.3% |
| All | -39.7% | +20.3% | -60.0% | -39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling