+4.4%
MSI vs SOLS
+17.1%
-12.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.0% |
| 7D | -1.8% | +0.3% | -2.1% | -1.8% |
| 30D | -0.6% | +0.9% | -1.5% | -0.7% |
| 3M | +13.0% | -20.7% | +33.7% | +14.7% |
| 6M | +0.5% | -17.7% | +18.2% | +1.1% |
| YTD | +21.7% | +27.1% | -5.4% | +16.2% |
| All | +4.4% | +17.1% | -12.7% | -0.9% |
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