+27.5%
SOLS vs AHR
+24.6%
+2.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | 0.0% |
| 7D | -3.5% | -2.1% | -1.4% | -3.3% |
| 30D | -1.0% | +1.9% | -2.8% | -1.6% |
| 3M | -24.1% | +15.7% | -39.8% | -27.5% |
| 6M | -18.0% | +2.5% | -20.5% | -18.0% |
| YTD | +27.1% | +15.0% | +12.0% | +26.4% |
| All | +27.5% | +24.6% | +2.9% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling