+11.2%
P vs SOLS
+22.7%
-11.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.4% | +1.3% |
| 7D | +7.8% | +4.5% | +3.3% | +6.5% |
| 30D | +12.3% | +6.0% | +6.3% | +10.3% |
| 3M | +37.1% | -19.7% | +56.8% | +44.4% |
| 6M | +66.1% | -10.4% | +76.5% | +70.6% |
| YTD | +50.9% | +33.3% | +17.7% | +50.5% |
| All | +11.2% | +22.7% | -11.6% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling