-54.8%
SOLZ vs SPY
+19.4%
-74.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +3.1% |
| 7D | +3.3% | +0.5% | +2.8% | +2.0% |
| 30D | +39.5% | -0.9% | +40.4% | +42.9% |
| 3M | +52.8% | +3.9% | +48.9% | +38.7% |
| 6M | +20.6% | +14.5% | +6.1% | -14.6% |
| YTD | -18.0% | +12.9% | -30.9% | -37.5% |
| 1Y | -54.8% | +19.4% | -74.2% | -67.5% |
| All | -54.8% | +19.4% | -74.2% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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