+3.1%
AA vs SOLS
+25.7%
-22.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | +0.5% | +14.0% | -13.5% | -2.3% |
| 30D | -0.6% | +10.0% | -10.6% | -2.8% |
| 3M | -19.7% | +5.8% | -25.5% | -20.9% |
| 6M | -41.6% | -25.2% | -16.4% | -38.6% |
| YTD | -24.6% | +36.5% | -61.2% | -29.3% |
| 1Y | +4.9% | +45.0% | -40.2% | -2.5% |
| All | +3.1% | +25.7% | -22.7% | -3.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling