+27.5%
SOLS vs GEN
+16.0%
+11.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | +0.1% |
| 7D | -3.5% | -1.3% | -2.2% | -3.6% |
| 30D | -1.0% | +6.1% | -7.1% | 0.0% |
| 3M | -24.1% | +27.0% | -51.1% | -21.5% |
| 6M | -18.0% | +43.9% | -61.8% | -14.7% |
| YTD | +27.1% | +13.0% | +14.1% | +34.1% |
| All | +27.5% | +16.0% | +11.5% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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