+36.7%
SHEL vs SOLS
+17.1%
+19.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.4% |
| 7D | +3.9% | +0.3% | +3.6% | +3.9% |
| 30D | +7.0% | +0.9% | +6.1% | +6.9% |
| 3M | +12.5% | -20.7% | +33.2% | +13.0% |
| 6M | +14.8% | -17.7% | +32.5% | +14.8% |
| YTD | +34.2% | +27.1% | +7.1% | +31.4% |
| All | +36.7% | +17.1% | +19.6% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling