+27.5%
SOLS vs XHB
-8.6%
+36.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -1.1% |
| 7D | -3.5% | -4.6% | +1.2% | -0.5% |
| 30D | -1.0% | -9.1% | +8.2% | +5.2% |
| 3M | -24.1% | -8.6% | -15.5% | -19.7% |
| 6M | -18.0% | -4.0% | -13.9% | -17.0% |
| YTD | +27.1% | -3.9% | +31.0% | +26.3% |
| All | +27.5% | -8.6% | +36.2% | +33.2% |
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