+57.3%
LLY vs SOLS
+37.2%
+20.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.5% | +7.2% | +0.5% |
| 7D | +10.1% | -8.8% | +18.8% | +9.9% |
| 30D | +24.0% | -0.6% | +24.7% | +23.9% |
| 3M | +27.3% | -9.0% | +36.3% | +27.2% |
| 6M | +47.0% | -28.7% | +75.6% | +47.4% |
| YTD | +32.6% | +19.2% | +13.4% | +31.0% |
| 1Y | +57.3% | +32.6% | +24.7% | +54.6% |
| All | +57.3% | +37.2% | +20.2% | +54.6% |
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