+38.7%
ON vs SOLS
+17.0%
+21.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | 0.0% | +8.6% | +8.5% |
| 7D | +2.4% | -3.5% | +5.8% | +4.0% |
| 30D | -8.6% | -1.0% | -7.7% | -8.5% |
| 3M | -34.3% | -24.1% | -10.2% | -25.2% |
| 6M | +28.5% | -18.0% | +46.5% | +41.9% |
| YTD | +40.6% | +27.1% | +13.5% | +34.1% |
| All | +38.7% | +17.0% | +21.7% | +30.8% |
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