+31.1%
SOLS vs PTC
-37.0%
+68.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.3% | +1.3% | -2.9% |
| 7D | +3.7% | -13.6% | +17.3% | -0.5% |
| 30D | +5.0% | -14.7% | +19.7% | +0.5% |
| 3M | -21.1% | -5.9% | -15.2% | -20.3% |
| 6M | -14.2% | -21.1% | +7.0% | -15.5% |
| YTD | +30.6% | -26.0% | +56.6% | +33.9% |
| All | +31.1% | -37.0% | +68.1% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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