+3.1%
O vs SOLS
+17.1%
-13.9%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.9% |
| 7D | -3.5% | +0.3% | -3.8% | -3.5% |
| 30D | -3.3% | +0.9% | -4.2% | -3.3% |
| 3M | -2.8% | -20.7% | +17.8% | -2.8% |
| 6M | -5.8% | -17.7% | +11.9% | -5.8% |
| YTD | +9.4% | +27.1% | -17.7% | +9.8% |
| All | +3.1% | +17.1% | -13.9% | +3.6% |
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