-0.6%
SHW vs SOLS
+22.7%
-23.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.5% | -2.4% |
| 7D | -1.2% | +4.5% | -5.7% | -1.6% |
| 30D | -11.6% | +6.0% | -17.6% | -12.2% |
| 3M | +9.1% | -19.7% | +28.8% | +11.7% |
| 6M | -0.7% | -10.4% | +9.7% | -0.5% |
| YTD | +1.4% | +33.3% | -31.9% | -3.1% |
| All | -0.6% | +22.7% | -23.3% | -5.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling