-80.5%
SMR vs SOLS
+17.0%
-97.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | 0.0% | -15.6% | -15.7% |
| 7D | -11.2% | -3.5% | -7.8% | -9.8% |
| 30D | -10.2% | -1.0% | -9.3% | -10.1% |
| 3M | -10.0% | -24.1% | +14.1% | -0.7% |
| 6M | -30.5% | -18.0% | -12.5% | -25.7% |
| YTD | -39.2% | +27.1% | -66.3% | -46.7% |
| All | -80.5% | +17.0% | -97.5% | -83.0% |
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