+31.1%
SOLS vs RRC
+14.6%
+16.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | +3.7% | -1.7% | +5.5% | +3.7% |
| 30D | +5.0% | +3.6% | +1.4% | +5.1% |
| 3M | -21.1% | +8.8% | -29.9% | -21.1% |
| 6M | -14.2% | +0.8% | -15.0% | -13.8% |
| YTD | +30.6% | +19.0% | +11.7% | +30.8% |
| All | +31.1% | +14.6% | +16.5% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling