+4.1%
KMB vs SOLS
-14.3%
+18.4%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.8% | -5.4% | -1.5% |
| 7D | -3.0% | +0.3% | -3.4% | -3.0% |
| 30D | -5.5% | +2.1% | -7.6% | -5.3% |
| 3M | +14.0% | -24.1% | +38.1% | +15.0% |
| 6M | +4.1% | -15.0% | +19.0% | +2.8% |
| All | +4.1% | -14.3% | +18.4% | +2.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling