+32.6%
SOLS vs AHR
+26.3%
+6.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.6% | -9.2% | -6.7% |
| 7D | -8.8% | +9.5% | -18.2% | -9.4% |
| 30D | -0.6% | +11.7% | -12.3% | -1.8% |
| 3M | -9.0% | +4.0% | -13.0% | -9.6% |
| 6M | -28.7% | +13.5% | -42.2% | -31.0% |
| YTD | +19.2% | +21.6% | -2.4% | +15.5% |
| 1Y | +32.6% | +25.1% | +7.5% | +26.3% |
| All | +32.6% | +26.3% | +6.3% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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