+293.5%
WDC vs SOLS
+22.7%
+270.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.9% | +1.4% |
| 7D | +6.0% | +4.5% | +1.5% | +3.5% |
| 30D | +9.9% | +6.0% | +3.9% | +6.3% |
| 3M | -9.4% | -19.7% | +10.3% | +0.3% |
| 6M | +94.7% | -10.4% | +105.1% | +105.0% |
| YTD | +177.4% | +33.3% | +144.1% | +179.3% |
| All | +293.5% | +22.7% | +270.8% | +297.4% |
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