-16.8%
IDXX vs SOLS
+21.2%
-38.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.8% | -2.7% | +1.3% |
| 7D | -3.5% | +0.3% | -3.8% | -3.5% |
| 30D | -8.4% | +2.1% | -10.6% | -8.5% |
| 3M | -5.2% | -24.1% | +18.9% | -5.4% |
| 6M | -17.5% | -15.0% | -2.5% | -18.0% |
| YTD | -20.9% | +31.6% | -52.5% | -22.3% |
| All | -16.8% | +21.2% | -38.0% | -19.0% |
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