-32.4%
SE vs SOLS
+21.2%
-53.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.8% | -4.7% | -1.3% |
| 7D | -6.1% | +0.3% | -6.4% | -6.1% |
| 30D | -2.5% | +2.1% | -4.6% | -2.7% |
| 3M | +21.7% | -24.1% | +45.9% | +24.8% |
| 6M | +27.0% | -15.0% | +42.0% | +26.9% |
| YTD | -12.1% | +31.6% | -43.7% | -12.3% |
| All | -32.4% | +21.2% | -53.6% | -32.4% |
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 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