+43.2%
TER vs SOLS
+37.2%
+6.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -6.5% | -0.3% | -2.1% |
| 7D | -19.9% | -8.8% | -11.1% | -14.3% |
| 30D | -43.5% | -0.6% | -42.9% | -43.0% |
| 3M | -37.8% | -9.0% | -28.7% | -33.1% |
| 6M | -25.6% | -28.7% | +3.1% | -5.7% |
| YTD | +29.8% | +19.2% | +10.7% | +40.3% |
| 1Y | +43.2% | +32.6% | +10.6% | +48.6% |
| All | +43.2% | +37.2% | +6.0% | +48.6% |
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