+94.3%
SIMO vs SOLS
+27.7%
+66.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.3% | +5.4% | +7.0% |
| 7D | +0.9% | +16.4% | -15.5% | -6.4% |
| 30D | -25.4% | +10.6% | -36.0% | -28.2% |
| 3M | -17.8% | +10.0% | -27.8% | -20.3% |
| 6M | -29.6% | -21.2% | -8.3% | -25.3% |
| YTD | +100.3% | +38.7% | +61.6% | +76.0% |
| 1Y | +100.4% | +46.1% | +54.3% | +73.3% |
| All | +94.3% | +27.7% | +66.6% | +69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling