+37.0%
SOLS vs DAR
+76.6%
-39.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | +14.0% | +11.6% | +2.4% | +11.6% |
| 30D | +10.0% | -10.2% | +20.2% | +11.1% |
| 3M | +5.8% | -14.8% | +20.6% | +7.4% |
| 6M | -25.2% | -10.1% | -15.1% | -24.2% |
| YTD | +36.5% | +55.5% | -19.0% | +41.2% |
| 1Y | +45.0% | +61.7% | -16.6% | +50.2% |
| All | +37.0% | +76.6% | -39.6% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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