-71.4%
OPEN vs SOLS
+37.2%
-108.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -6.5% | +20.3% | +14.5% |
| 7D | +3.7% | -8.8% | +12.4% | +4.6% |
| 30D | -14.3% | -0.6% | -13.7% | -14.9% |
| 3M | -51.9% | -9.0% | -42.9% | -51.5% |
| 6M | -61.4% | -28.7% | -32.7% | -60.5% |
| YTD | -66.0% | +19.2% | -85.2% | -69.9% |
| 1Y | -71.4% | +32.6% | -104.0% | -76.3% |
| All | -71.4% | +37.2% | -108.6% | -76.3% |
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