+27.1%
SW vs SOLS
+23.8%
+3.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.4% | -6.3% | -2.1% |
| 7D | +2.3% | -4.2% | +6.5% | +3.1% |
| 30D | +6.8% | -3.9% | +10.7% | +7.1% |
| 3M | -5.2% | -6.6% | +1.4% | -4.5% |
| 6M | +7.4% | -29.1% | +36.5% | +16.5% |
| YTD | +17.4% | +19.8% | -2.4% | +11.5% |
| 1Y | +27.1% | +29.2% | -2.1% | +17.6% |
| All | +27.1% | +23.8% | +3.3% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling