+33.8%
SOLS vs RACE
+3.8%
+30.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.4% |
| 7D | +4.5% | -1.0% | +5.6% | +4.7% |
| 30D | +6.0% | -1.5% | +7.5% | +6.2% |
| 3M | -19.7% | +15.5% | -35.2% | -22.1% |
| 6M | -10.4% | +17.3% | -27.7% | -14.3% |
| YTD | +33.3% | +11.1% | +22.1% | +28.6% |
| All | +33.8% | +3.8% | +30.0% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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