+27.5%
SOLS vs WCC
+65.3%
-37.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.8% | -2.0% |
| 7D | -3.5% | +1.5% | -5.0% | -4.2% |
| 30D | -1.0% | -2.1% | +1.2% | -0.2% |
| 3M | -24.1% | +3.8% | -27.9% | -26.1% |
| 6M | -18.0% | +35.0% | -53.0% | -30.6% |
| YTD | +27.1% | +46.4% | -19.3% | +7.3% |
| All | +27.5% | +65.3% | -37.8% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded WCC 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling