+41.9%
ALAB vs SOLS
+25.7%
+16.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.3% |
| 7D | +16.3% | +14.0% | +2.3% | +9.1% |
| 30D | -26.1% | +10.0% | -36.1% | -28.7% |
| 3M | -31.3% | +5.8% | -37.1% | -32.5% |
| 6M | -1.0% | -25.2% | +24.2% | +5.6% |
| YTD | +33.3% | +36.5% | -3.2% | +31.6% |
| 1Y | +53.5% | +45.0% | +8.5% | +50.3% |
| All | +41.9% | +25.7% | +16.2% | +39.5% |
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