+288.0%
LITE vs SOLS
+26.5%
+261.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.7% | -2.9% |
| 7D | +22.6% | +20.8% | +1.7% | +6.1% |
| 30D | -36.8% | +9.2% | -46.0% | -39.9% |
| 3M | -33.0% | +7.1% | -40.1% | -35.5% |
| 6M | -37.1% | -23.7% | -13.4% | -24.6% |
| YTD | +69.5% | +37.3% | +32.1% | +38.5% |
| 1Y | +146.1% | +42.2% | +103.9% | +95.5% |
| All | +288.0% | +26.5% | +261.5% | +214.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling