+34.8%
HPQ vs SOLS
+17.0%
+17.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | 0.0% | +8.5% | +8.4% |
| 7D | +9.8% | -3.5% | +13.2% | +9.7% |
| 30D | +22.4% | -1.0% | +23.3% | +22.1% |
| 3M | +45.2% | -24.1% | +69.3% | +44.4% |
| 6M | +96.4% | -18.0% | +114.4% | +93.6% |
| YTD | +65.4% | +27.1% | +38.3% | +49.6% |
| All | +34.8% | +17.0% | +17.8% | +20.7% |
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