+32.1%
SOLS vs HBM
+62.3%
-30.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.9% | +4.8% | +4.1% |
| 7D | +0.3% | -6.4% | +6.7% | +2.3% |
| 30D | +2.1% | +5.9% | -3.8% | -0.7% |
| 3M | -24.1% | -8.9% | -15.2% | -23.6% |
| 6M | -15.0% | +10.7% | -25.6% | -22.2% |
| YTD | +31.6% | +38.3% | -6.7% | +11.6% |
| All | +32.1% | +62.3% | -30.2% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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