+13.1%
TEAM vs SOLS
+17.1%
-4.0%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +0.4% |
| 7D | -7.8% | +0.3% | -8.1% | -7.6% |
| 30D | +16.5% | +0.9% | +15.7% | +16.9% |
| 3M | +96.2% | -20.7% | +116.8% | +89.1% |
| 6M | +130.2% | -17.7% | +147.9% | +123.8% |
| YTD | +10.7% | +27.1% | -16.4% | +12.4% |
| All | +13.1% | +17.1% | -4.0% | +14.6% |
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