+31.1%
SOLS vs ARWR
+119.4%
-88.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +0.9% | -1.6% |
| 7D | +3.7% | -3.2% | +6.9% | +4.1% |
| 30D | +5.0% | -6.5% | +11.5% | +5.8% |
| 3M | -21.1% | +12.7% | -33.8% | -23.2% |
| 6M | -14.2% | +36.2% | -50.4% | -18.5% |
| YTD | +30.6% | +24.5% | +6.2% | +24.4% |
| All | +31.1% | +119.4% | -88.2% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling