+5.2%
QLD vs SOLS
+23.8%
-18.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.4% | -2.8% | +0.9% |
| 7D | -10.3% | -4.2% | -6.1% | -9.1% |
| 30D | -26.1% | -3.9% | -22.2% | -25.1% |
| 3M | -17.8% | -6.6% | -11.2% | -16.2% |
| 6M | -15.6% | -29.1% | +13.6% | -8.1% |
| YTD | +5.4% | +19.8% | -14.4% | +5.6% |
| 1Y | +5.2% | +29.2% | -24.0% | +3.7% |
| All | +5.2% | +23.8% | -18.6% | +3.7% |
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 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