+31.1%
SOLS vs GEN
+14.1%
+17.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | +3.7% | -2.9% | +6.6% | +3.4% |
| 30D | +5.0% | +2.1% | +3.0% | +5.4% |
| 3M | -21.1% | +19.7% | -40.8% | -18.7% |
| 6M | -14.2% | +33.3% | -47.4% | -11.2% |
| YTD | +30.6% | +11.1% | +19.5% | +37.6% |
| All | +31.1% | +14.1% | +17.0% | +36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling