+4.3%
SYY vs SOLS
+20.3%
-16.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.1% | +2.3% |
| 7D | -0.2% | +3.7% | -4.0% | -0.4% |
| 30D | -2.7% | +5.0% | -7.8% | -3.0% |
| 3M | +5.9% | -21.1% | +27.0% | +7.5% |
| 6M | -2.3% | -14.2% | +11.8% | -2.3% |
| YTD | +13.1% | +30.6% | -17.5% | +9.9% |
| All | +4.3% | +20.3% | -16.0% | +1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling