+23.3%
SOLS vs SUI
-1.1%
+24.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +6.8% | +4.8% |
| 7D | -4.2% | +6.2% | -10.4% | -1.7% |
| 30D | -3.9% | +8.6% | -12.5% | -1.1% |
| 3M | -6.6% | +1.0% | -7.6% | -5.4% |
| 6M | -29.1% | -2.6% | -26.5% | -27.9% |
| YTD | +19.8% | -0.1% | +19.9% | +21.9% |
| All | +23.3% | -1.1% | +24.4% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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