+32.6%
SOLS vs HIG
+12.7%
+19.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.4% | -8.9% | -5.9% |
| 7D | -8.8% | +6.2% | -15.0% | -7.3% |
| 30D | -0.6% | +9.4% | -10.0% | +1.4% |
| 3M | -9.0% | -2.3% | -6.7% | -9.2% |
| 6M | -28.7% | +4.2% | -32.8% | -27.8% |
| YTD | +19.2% | +1.6% | +17.6% | +24.3% |
| 1Y | +32.6% | +9.9% | +22.7% | +30.5% |
| All | +32.6% | +12.7% | +19.9% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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