+31.9%
SOLS vs EXPD
+59.5%
-27.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.7% | +7.0% | +9.3% |
| 7D | +8.0% | -5.5% | +13.5% | +8.9% |
| 30D | +3.7% | -1.9% | +5.6% | +4.3% |
| 3M | +4.6% | +6.1% | -1.5% | +4.2% |
| 6M | -18.5% | +21.6% | -40.1% | -19.4% |
| YTD | +31.4% | +27.9% | +3.5% | +26.7% |
| 1Y | +34.5% | +39.4% | -4.9% | +27.1% |
| All | +31.9% | +59.5% | -27.6% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling