+32.1%
SOLS vs AGI
+5.1%
+27.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.9% | +5.8% | +4.2% |
| 7D | +0.3% | +0.6% | -0.3% | +0.2% |
| 30D | +2.1% | +18.2% | -16.1% | -1.5% |
| 3M | -24.1% | -4.1% | -20.0% | -24.2% |
| 6M | -15.0% | -28.7% | +13.7% | -11.9% |
| YTD | +31.6% | -4.0% | +35.6% | +29.2% |
| All | +32.1% | +5.1% | +27.0% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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