+20.2%
SOLS vs SUI
+0.6%
+19.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -0.9% |
| 3M | -6.6% | +1.0% | -7.6% | -5.4% |
| 6M | -29.1% | -2.6% | -26.5% | -28.1% |
| YTD | +19.8% | -0.1% | +19.9% | +22.6% |
| 1Y | +29.2% | +0.5% | +28.8% | +33.0% |
| All | +20.2% | +0.6% | +19.6% | +23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling