+32.1%
SOLS vs XHB
-4.2%
+36.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.9% | +3.2% |
| 7D | +0.3% | -1.3% | +1.6% | +1.2% |
| 30D | +2.1% | -6.9% | +9.0% | +6.8% |
| 3M | -24.1% | -1.3% | -22.9% | -23.7% |
| 6M | -15.0% | -6.8% | -8.2% | -13.6% |
| YTD | +31.6% | +0.7% | +30.9% | +27.0% |
| All | +32.1% | -4.2% | +36.3% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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