+18.4%
U vs SOLS
+37.2%
-18.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.5% | +11.4% | +4.8% |
| 7D | +7.5% | -8.8% | +16.3% | +7.4% |
| 30D | -7.0% | -0.6% | -6.4% | -6.9% |
| 3M | +20.6% | -9.0% | +29.6% | +20.4% |
| 6M | +53.2% | -28.7% | +81.8% | +51.2% |
| YTD | -3.9% | +19.2% | -23.0% | -19.1% |
| 1Y | +18.4% | +32.6% | -14.2% | -10.1% |
| All | +18.4% | +37.2% | -18.8% | -10.1% |
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