-48.8%
SE vs SOLS
+37.2%
-86.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -6.5% | +11.0% | +5.0% |
| 7D | +6.7% | -8.8% | +15.4% | +7.4% |
| 30D | -17.2% | -0.6% | -16.6% | -17.3% |
| 3M | -28.0% | -9.0% | -19.0% | -27.6% |
| 6M | -6.1% | -28.7% | +22.6% | -3.8% |
| YTD | -37.1% | +19.2% | -56.3% | -36.4% |
| 1Y | -48.8% | +32.6% | -81.4% | -48.6% |
| All | -48.8% | +37.2% | -86.0% | -48.6% |
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