+27.5%
SOLS vs IRM
+12.1%
+15.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.1% | -0.8% |
| 7D | -3.5% | -1.4% | -2.0% | -2.9% |
| 30D | -1.0% | -7.4% | +6.4% | +1.9% |
| 3M | -24.1% | -7.4% | -16.7% | -22.4% |
| 6M | -18.0% | +8.7% | -26.6% | -21.1% |
| YTD | +27.1% | +40.9% | -13.9% | +18.5% |
| All | +27.5% | +12.1% | +15.4% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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