-41.1%
ORCL vs SOLS
+20.3%
-61.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.4% | -0.4% |
| 7D | +10.9% | +3.7% | +7.2% | +10.7% |
| 30D | +7.0% | +5.0% | +2.0% | +6.7% |
| 3M | -21.2% | -21.1% | -0.1% | -21.5% |
| 6M | +7.4% | -14.2% | +21.6% | +6.8% |
| YTD | -16.3% | +30.6% | -46.9% | -14.3% |
| All | -41.1% | +20.3% | -61.4% | -39.6% |
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