+104.7%
PSX vs SOLS
+22.7%
+82.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.6% |
| 7D | +2.8% | +4.5% | -1.7% | +2.9% |
| 30D | +27.8% | +6.0% | +21.8% | +27.7% |
| 3M | +42.0% | -19.7% | +61.7% | +41.1% |
| 6M | +58.1% | -10.4% | +68.5% | +56.6% |
| YTD | +105.0% | +33.3% | +71.8% | +102.0% |
| All | +104.7% | +22.7% | +82.0% | +102.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling