-46.2%
SE vs SOLS
+43.1%
-89.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | -0.5% | +14.0% | -14.5% | -1.7% |
| 30D | -20.9% | +10.0% | -30.9% | -21.8% |
| 3M | -38.9% | +5.8% | -44.7% | -39.4% |
| 6M | -19.4% | -25.2% | +5.8% | -17.3% |
| YTD | -40.9% | +36.5% | -77.5% | -36.8% |
| 1Y | -46.2% | +45.0% | -91.2% | -41.6% |
| All | -46.2% | +43.1% | -89.3% | -41.6% |
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