+2.5%
PL vs SOLS
+26.5%
-24.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.7% |
| 7D | +22.3% | +20.8% | +1.4% | +13.9% |
| 30D | -8.3% | +9.2% | -17.5% | -11.2% |
| 3M | -43.3% | +7.1% | -50.3% | -44.8% |
| 6M | -65.8% | -23.7% | -42.2% | -63.9% |
| YTD | -29.5% | +37.3% | -66.9% | -35.3% |
| 1Y | +11.7% | +42.2% | -30.4% | +1.7% |
| All | +2.5% | +26.5% | -24.0% | -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 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