+32.1%
SOLS vs EXPD
+58.8%
-26.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +3.0% | +3.7% |
| 7D | +0.3% | -1.1% | +1.5% | +0.4% |
| 30D | +2.1% | +4.1% | -2.0% | +1.7% |
| 3M | -24.1% | +17.9% | -42.1% | -25.1% |
| 6M | -15.0% | +29.2% | -44.2% | -16.6% |
| YTD | +31.6% | +27.4% | +4.2% | +26.6% |
| All | +32.1% | +58.8% | -26.7% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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