+108.4%
AMAT vs SOLS
+22.7%
+85.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +3.4% |
| 7D | +7.0% | +4.5% | +2.5% | +4.9% |
| 30D | -12.2% | +6.0% | -18.2% | -14.8% |
| 3M | -3.8% | -19.7% | +15.9% | +5.7% |
| 6M | +45.9% | -10.4% | +56.3% | +55.5% |
| YTD | +84.6% | +33.3% | +51.4% | +83.2% |
| All | +108.4% | +22.7% | +85.7% | +104.7% |
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