+79.6%
TER vs SOLS
+25.7%
+53.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.0% |
| 7D | +14.4% | +14.0% | +0.4% | +4.4% |
| 30D | -30.6% | +10.0% | -40.5% | -34.4% |
| 3M | -39.2% | +5.8% | -45.0% | -41.1% |
| 6M | -31.3% | -25.2% | -6.1% | -16.8% |
| YTD | +29.1% | +36.5% | -7.5% | +27.5% |
| 1Y | +47.4% | +45.0% | +2.4% | +42.5% |
| All | +79.6% | +25.7% | +53.9% | +76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling