+35.9%
ALB vs SOLS
+22.7%
+13.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.4% | +2.2% |
| 7D | -4.4% | +4.5% | -8.9% | -5.7% |
| 30D | -1.2% | +6.0% | -7.2% | -3.1% |
| 3M | -13.3% | -19.7% | +6.4% | -8.1% |
| 6M | -19.8% | -10.4% | -9.4% | -17.8% |
| YTD | -7.9% | +33.3% | -41.2% | -13.5% |
| All | +35.9% | +22.7% | +13.1% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling