+32.1%
SOLS vs BR
-22.8%
+54.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.4% | +7.2% | +2.2% |
| 7D | +0.3% | -5.3% | +5.6% | -2.2% |
| 30D | +2.1% | +6.4% | -4.3% | +5.6% |
| 3M | -24.1% | +13.6% | -37.8% | -17.7% |
| 6M | -15.0% | -6.7% | -8.3% | -13.3% |
| YTD | +31.6% | -21.1% | +52.7% | +31.7% |
| All | +32.1% | -22.8% | +54.9% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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