-8.8%
JD vs SOLS
+42.6%
-51.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.3% | -4.9% | -1.7% |
| 7D | +0.4% | +16.4% | -15.9% | +0.2% |
| 30D | +4.2% | +10.6% | -6.4% | +4.1% |
| 3M | -12.8% | +10.0% | -22.8% | -12.9% |
| 6M | -8.8% | -21.2% | +12.4% | -7.1% |
| YTD | +0.5% | +38.7% | -38.2% | +0.5% |
| 1Y | -8.8% | +46.1% | -54.8% | -9.7% |
| All | -8.8% | +42.6% | -51.4% | -9.7% |
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 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