+32.1%
SOLS vs RRX
+14.6%
+17.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.7% | +3.8% |
| 7D | +0.3% | +3.4% | -3.1% | -1.2% |
| 30D | +2.1% | -11.1% | +13.2% | +7.4% |
| 3M | -24.1% | -23.7% | -0.4% | -15.2% |
| 6M | -15.0% | -22.0% | +7.0% | -8.2% |
| YTD | +31.6% | +16.5% | +15.1% | +20.0% |
| All | +32.1% | +14.6% | +17.5% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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