+92.3%
ALAB vs SOLS
+20.3%
+72.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.0% | +6.0% | +4.7% |
| 7D | +9.6% | +3.7% | +5.9% | +8.2% |
| 30D | -5.3% | +5.0% | -10.3% | -7.0% |
| 3M | -12.0% | -21.1% | +9.1% | -6.2% |
| 6M | +145.7% | -14.2% | +159.9% | +160.0% |
| YTD | +80.7% | +30.6% | +50.0% | +80.7% |
| All | +92.3% | +20.3% | +72.0% | +91.6% |
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