+27.5%
SOLS vs GNRC
-3.1%
+30.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -3.0% | -1.3% |
| 7D | -3.5% | -0.2% | -3.3% | -3.4% |
| 30D | -1.0% | -15.7% | +14.8% | +6.6% |
| 3M | -24.1% | -27.3% | +3.2% | -12.5% |
| 6M | -18.0% | -12.1% | -5.9% | -14.7% |
| YTD | +27.1% | +37.1% | -10.1% | +12.3% |
| All | +27.5% | -3.1% | +30.6% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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