-31.4%
ROL vs SOLS
+43.1%
-74.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.1% | +2.5% |
| 7D | +3.0% | +14.0% | -11.0% | +3.5% |
| 30D | +19.8% | +10.0% | +9.8% | +20.1% |
| 3M | +7.9% | +5.8% | +2.1% | +7.9% |
| 6M | -25.6% | -25.2% | -0.5% | -25.8% |
| YTD | -34.1% | +36.5% | -70.7% | -36.3% |
| 1Y | -31.4% | +45.0% | -76.4% | -34.0% |
| All | -31.4% | +43.1% | -74.5% | -34.0% |
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