+10.3%
P vs SOLS
+38.0%
-27.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.7% |
| 7D | -13.3% | +5.3% | -18.6% | -15.1% |
| 30D | -34.0% | +6.0% | -40.0% | -35.2% |
| 3M | +4.1% | +7.9% | -3.9% | +1.3% |
| 6M | +30.5% | -16.7% | +47.2% | +37.1% |
| YTD | +52.2% | +34.3% | +17.9% | +50.0% |
| 1Y | +10.3% | +38.2% | -27.9% | +9.7% |
| All | +10.3% | +38.0% | -27.7% | +9.7% |
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