-14.5%
META vs SOLS
+26.5%
-41.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.1% | -0.8% |
| 7D | +3.1% | +20.8% | -17.8% | +2.4% |
| 30D | -18.2% | +9.2% | -27.4% | -18.5% |
| 3M | +7.8% | +7.1% | +0.8% | +7.4% |
| 6M | +3.6% | -23.7% | +27.3% | +3.4% |
| YTD | -5.3% | +37.3% | -42.6% | -9.8% |
| 1Y | +2.7% | +42.2% | -39.4% | -3.2% |
| All | -14.5% | +26.5% | -41.0% | -19.2% |
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