+31.1%
SOLS vs MDY
+15.5%
+15.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -0.3% |
| 7D | +3.7% | -0.8% | +4.5% | +4.9% |
| 30D | +5.0% | -3.9% | +8.9% | +11.5% |
| 3M | -21.1% | 0.0% | -21.0% | -20.8% |
| 6M | -14.2% | +8.5% | -22.7% | -23.8% |
| YTD | +30.6% | +13.2% | +17.4% | +9.1% |
| All | +31.1% | +15.5% | +15.6% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 all: compounded portfolio wealth divided by compounded MDY 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…
all analysis · Full analysis span regression · 6 months rolling