+45.9%
HLT vs SOLS
+37.2%
+8.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.5% | +10.0% | +4.0% |
| 7D | +7.7% | -8.8% | +16.5% | +8.5% |
| 30D | +19.1% | -0.6% | +19.7% | +19.0% |
| 3M | +20.7% | -9.0% | +29.8% | +21.5% |
| 6M | +21.0% | -28.7% | +49.7% | +24.4% |
| YTD | +31.3% | +19.2% | +12.1% | +22.3% |
| 1Y | +45.9% | +32.6% | +13.3% | +32.3% |
| All | +45.9% | +37.2% | +8.7% | +32.3% |
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