+27.5%
SOLS vs HBM
+57.0%
-29.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.1% |
| 7D | -3.5% | -3.3% | -0.2% | -2.5% |
| 30D | -1.0% | -4.8% | +3.9% | -0.2% |
| 3M | -24.1% | -0.4% | -23.7% | -25.6% |
| 6M | -18.0% | +17.9% | -35.9% | -26.2% |
| YTD | +27.1% | +33.7% | -6.7% | +8.8% |
| All | +27.5% | +57.0% | -29.4% | +1.2% |
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