+47.6%
ON vs SOLS
+43.1%
+4.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.3% |
| 7D | +12.2% | +14.0% | -1.8% | +4.8% |
| 30D | -3.1% | +10.0% | -13.1% | -7.8% |
| 3M | -12.9% | +5.8% | -18.7% | -15.8% |
| 6M | -38.6% | -25.2% | -13.4% | -29.1% |
| YTD | +31.2% | +36.5% | -5.3% | +19.0% |
| 1Y | +47.6% | +45.0% | +2.6% | +29.7% |
| All | +47.6% | +43.1% | +4.5% | +29.7% |
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