-22.2%
SPOT vs SOLS
+17.0%
-39.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.1% | -3.5% | +0.4% | -3.4% |
| 30D | +7.4% | -1.0% | +8.3% | +7.2% |
| 3M | +8.2% | -24.1% | +32.3% | +6.5% |
| 6M | +2.2% | -18.0% | +20.2% | +0.1% |
| YTD | -9.5% | +27.1% | -36.5% | -13.0% |
| All | -22.2% | +17.0% | -39.2% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 5y: compounded portfolio wealth divided by compounded SOLS 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…
5y analysis · Full analysis span regression · 6 months rolling