+37.0%
SOLS vs EXPD
+63.9%
-26.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.5% |
| 7D | +14.0% | +5.5% | +8.5% | +13.0% |
| 30D | +10.0% | -0.8% | +10.8% | +10.2% |
| 3M | +5.8% | +4.1% | +1.7% | +5.4% |
| 6M | -25.2% | +25.7% | -50.9% | -26.4% |
| YTD | +36.5% | +31.4% | +5.1% | +31.1% |
| 1Y | +45.0% | +42.2% | +2.9% | +36.8% |
| All | +37.0% | +63.9% | -26.8% | +25.0% |
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