-71.3%
QS vs SOLS
+37.2%
-108.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -6.5% | +14.1% | +9.4% |
| 7D | +4.5% | -8.8% | +13.3% | +7.0% |
| 30D | -4.1% | -0.6% | -3.5% | -4.7% |
| 3M | -22.1% | -9.0% | -13.1% | -20.5% |
| 6M | -38.4% | -28.7% | -9.7% | -32.9% |
| YTD | -57.5% | +19.2% | -76.6% | -64.4% |
| 1Y | -71.3% | +32.6% | -103.9% | -77.7% |
| All | -71.3% | +37.2% | -108.5% | -77.7% |
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