+32.1%
SOLS vs INDA
-8.5%
+40.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.9% | +3.9% |
| 7D | +0.3% | +0.7% | -0.4% | -0.3% |
| 30D | +2.1% | -0.8% | +2.9% | +2.8% |
| 3M | -24.1% | +3.9% | -28.1% | -26.6% |
| 6M | -15.0% | -0.7% | -14.2% | -16.9% |
| YTD | +31.6% | -7.7% | +39.3% | +32.5% |
| All | +32.1% | -8.5% | +40.6% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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