+44.2%
HL vs SOLS
+20.3%
+23.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +2.4% |
| 7D | +0.4% | +3.7% | -3.3% | -0.7% |
| 30D | +18.8% | +5.0% | +13.8% | +16.8% |
| 3M | +43.7% | -21.1% | +64.8% | +52.3% |
| 6M | -1.0% | -14.2% | +13.1% | +2.7% |
| YTD | +8.7% | +30.6% | -21.9% | +7.6% |
| All | +44.2% | +20.3% | +23.9% | +42.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling