+29.7%
Q vs SOLS
+35.1%
-5.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.1% | +1.8% |
| 7D | +6.7% | +4.5% | +2.2% | +4.8% |
| 30D | -10.6% | +6.0% | -16.6% | -13.0% |
| 3M | -14.6% | -19.7% | +5.1% | -6.5% |
| 6M | +12.1% | -10.4% | +22.4% | +18.1% |
| YTD | +51.3% | +33.3% | +18.0% | +51.1% |
| All | +29.7% | +35.1% | -5.4% | +28.4% |
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