+7.3%
PL vs SOLS
+35.1%
-27.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +9.7% | +4.8% | +10.3% |
| 7D | +10.9% | +8.0% | +2.9% | +7.8% |
| 30D | -16.4% | +3.7% | -20.1% | -17.5% |
| 3M | -39.9% | +4.6% | -44.5% | -41.0% |
| 6M | -63.2% | -18.5% | -44.7% | -60.8% |
| YTD | -27.1% | +31.4% | -58.6% | -35.9% |
| All | +7.3% | +35.1% | -27.7% | -6.4% |
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