+179.7%
SIMO vs SOLS
+17.1%
+162.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.7% | -1.8% | -3.5% |
| 7D | +12.5% | +0.3% | +12.2% | +12.5% |
| 30D | +18.4% | +0.9% | +17.5% | +18.1% |
| 3M | +5.6% | -20.7% | +26.3% | +12.2% |
| 6M | +116.9% | -17.7% | +134.6% | +126.8% |
| YTD | +188.4% | +27.1% | +161.3% | +161.0% |
| All | +179.7% | +17.1% | +162.7% | +151.5% |
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