+32.6%
SOLS vs EXEL
+92.4%
-59.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.6% | -7.2% | -6.6% |
| 7D | -8.8% | +9.8% | -18.5% | -9.9% |
| 30D | -0.6% | +23.6% | -24.2% | -3.6% |
| 3M | -9.0% | +29.9% | -39.0% | -12.5% |
| 6M | -28.7% | +64.7% | -93.4% | -36.2% |
| YTD | +19.2% | +66.0% | -46.8% | +5.0% |
| 1Y | +32.6% | +92.0% | -59.3% | +5.6% |
| All | +32.6% | +92.4% | -59.8% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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