+6.7%
P vs SOLS
+20.3%
-13.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.1% | -3.5% |
| 7D | +5.0% | +3.7% | +1.3% | +4.0% |
| 30D | -0.9% | +5.0% | -6.0% | -2.5% |
| 3M | +38.7% | -21.1% | +59.8% | +46.8% |
| 6M | +54.4% | -14.2% | +68.6% | +60.2% |
| YTD | +44.8% | +30.6% | +14.2% | +45.2% |
| All | +6.7% | +20.3% | -13.6% | +7.1% |
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