+45.0%
SOLS vs LII
-26.1%
+71.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.9% |
| 7D | +14.0% | +2.9% | +11.1% | +13.0% |
| 30D | +10.0% | +0.9% | +9.1% | +8.7% |
| 3M | +5.8% | -15.5% | +21.3% | +11.7% |
| 6M | -25.2% | -30.2% | +5.0% | -16.6% |
| YTD | +36.5% | -26.8% | +63.4% | +46.0% |
| 1Y | +45.0% | -25.3% | +70.3% | +53.2% |
| All | +45.0% | -26.1% | +71.1% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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