+32.1%
SOLS vs IAG
+46.8%
-14.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.2% | +6.0% | +4.3% |
| 7D | +0.3% | -0.5% | +0.8% | +0.4% |
| 30D | +2.1% | +28.9% | -26.8% | -4.4% |
| 3M | -24.1% | +19.1% | -43.3% | -28.1% |
| 6M | -15.0% | -10.3% | -4.7% | -16.1% |
| YTD | +31.6% | +24.2% | +7.4% | +20.7% |
| All | +32.1% | +46.8% | -14.7% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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