+109.3%
PSX vs SOLS
+25.7%
+83.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +0.8% |
| 7D | +7.8% | +14.0% | -6.2% | +7.6% |
| 30D | -10.9% | +10.0% | -20.9% | -11.0% |
| 3M | +14.5% | +5.8% | +8.7% | +14.3% |
| 6M | +56.1% | -25.2% | +81.3% | +55.3% |
| YTD | +109.6% | +36.5% | +73.0% | +106.2% |
| 1Y | +95.5% | +45.0% | +50.5% | +93.7% |
| All | +109.3% | +25.7% | +83.5% | +106.7% |
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 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