-4.9%
SHOP vs SOLS
+37.2%
-42.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -6.5% | +13.9% | +6.8% |
| 7D | -9.0% | -8.8% | -0.3% | -9.5% |
| 30D | -4.4% | -0.6% | -3.8% | -4.3% |
| 3M | +24.1% | -9.0% | +33.2% | +23.6% |
| 6M | +20.0% | -28.7% | +48.6% | +17.9% |
| YTD | -4.9% | +19.2% | -24.1% | -11.7% |
| 1Y | -4.9% | +32.6% | -37.5% | -14.6% |
| All | -4.9% | +37.2% | -42.1% | -14.6% |
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