+31.2%
AA vs SOLS
+20.3%
+10.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.6% |
| 7D | -0.6% | +3.7% | -4.3% | -1.3% |
| 30D | -1.6% | +5.0% | -6.6% | -2.6% |
| 3M | -29.8% | -21.1% | -8.7% | -26.9% |
| 6M | -16.6% | -14.2% | -2.5% | -14.6% |
| YTD | -4.0% | +30.6% | -34.7% | -8.8% |
| All | +31.2% | +20.3% | +10.9% | +24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling