+88.7%
SN vs SOLS
+22.7%
+66.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.2% | +0.7% |
| 7D | +0.1% | +4.5% | -4.4% | -0.9% |
| 30D | -5.6% | +6.0% | -11.6% | -6.9% |
| 3M | +48.1% | -19.7% | +67.8% | +55.9% |
| 6M | +57.6% | -10.4% | +68.0% | +58.2% |
| YTD | +56.5% | +33.3% | +23.3% | +44.0% |
| All | +88.7% | +22.7% | +66.0% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling