+37.0%
SOLS vs WWD
+33.5%
+3.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | +14.0% | +4.0% | +10.0% | +12.0% |
| 30D | +10.0% | +0.4% | +9.6% | +9.9% |
| 3M | +5.8% | -7.9% | +13.7% | +9.8% |
| 6M | -25.2% | -10.6% | -14.5% | -21.4% |
| YTD | +36.5% | +9.4% | +27.1% | +35.5% |
| 1Y | +45.0% | +25.7% | +19.3% | +36.7% |
| All | +37.0% | +33.5% | +3.6% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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