-15.6%
MOS vs SOLS
+37.2%
-52.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | -6.5% | +23.9% | +18.0% |
| 7D | +17.9% | -8.8% | +26.7% | +19.0% |
| 30D | +1.6% | -0.6% | +2.2% | +1.1% |
| 3M | -4.0% | -9.0% | +5.0% | -3.2% |
| 6M | -4.1% | -28.7% | +24.6% | +0.6% |
| YTD | -7.8% | +19.2% | -27.0% | -16.6% |
| 1Y | -15.6% | +32.6% | -48.2% | -25.4% |
| All | -15.6% | +37.2% | -52.8% | -25.4% |
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