+20.9%
MDLZ vs SOLS
+42.6%
-21.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.0% | +0.4% |
| 7D | -1.0% | +16.4% | -17.4% | -0.2% |
| 30D | +7.9% | +10.6% | -2.7% | +8.5% |
| 3M | +8.9% | +10.0% | -1.1% | +9.5% |
| 6M | +10.5% | -21.2% | +31.7% | +11.6% |
| YTD | +27.1% | +38.7% | -11.5% | +23.6% |
| 1Y | +20.9% | +46.1% | -25.1% | +16.4% |
| All | +20.9% | +42.6% | -21.7% | +16.4% |
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