+32.1%
SOLS vs WCN
-3.9%
+36.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.2% | +5.0% | +3.4% |
| 7D | +0.3% | -0.6% | +1.0% | 0.0% |
| 30D | +2.1% | +0.4% | +1.7% | +2.4% |
| 3M | -24.1% | +7.3% | -31.5% | -22.2% |
| 6M | -15.0% | -2.5% | -12.5% | -14.5% |
| YTD | +31.6% | -5.4% | +37.0% | +31.1% |
| All | +32.1% | -3.9% | +36.0% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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