+32.1%
SOLS vs MKC
-20.9%
+53.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.0% | +4.8% | +3.7% |
| 7D | +0.3% | -5.9% | +6.2% | -0.3% |
| 30D | +2.1% | -0.9% | +3.0% | +2.1% |
| 3M | -24.1% | +12.7% | -36.9% | -23.6% |
| 6M | -15.0% | -19.3% | +4.3% | -8.2% |
| YTD | +31.6% | -22.2% | +53.8% | +44.6% |
| All | +32.1% | -20.9% | +53.0% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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