+32.1%
SOLS vs CASY
+34.4%
-2.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.2% | +3.9% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +2.1% | -11.3% | +13.5% | +3.9% |
| 3M | -24.1% | -0.6% | -23.5% | -25.7% |
| 6M | -15.0% | +10.7% | -25.7% | -20.7% |
| YTD | +31.6% | +37.1% | -5.5% | +15.9% |
| All | +32.1% | +34.4% | -2.3% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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