+14.2%
PH vs SOLS
+43.1%
-28.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | -0.1% |
| 7D | +4.1% | +14.0% | -9.9% | +1.8% |
| 30D | -0.1% | +10.0% | -10.0% | -1.6% |
| 3M | -9.6% | +5.8% | -15.4% | -10.6% |
| 6M | +8.5% | -25.2% | +33.7% | +11.7% |
| YTD | +9.4% | +36.5% | -27.1% | +3.8% |
| 1Y | +14.2% | +45.0% | -30.8% | +6.3% |
| All | +14.2% | +43.1% | -28.9% | +6.3% |
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