+2.3%
WM vs SOLS
+22.7%
-20.4%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.8% | -0.5% |
| 7D | -0.9% | +4.5% | -5.4% | -0.6% |
| 30D | -4.3% | +6.0% | -10.3% | -4.0% |
| 3M | +0.8% | -19.7% | +20.5% | +0.2% |
| 6M | -10.8% | -10.4% | -0.4% | -11.1% |
| YTD | -0.1% | +33.3% | -33.3% | +0.8% |
| All | +2.3% | +22.7% | -20.4% | +3.0% |
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