+63.3%
AMAT vs SOLS
+25.7%
+37.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.4% |
| 7D | +11.4% | +14.0% | -2.6% | +4.4% |
| 30D | -17.0% | +10.0% | -27.0% | -20.6% |
| 3M | -30.6% | +5.8% | -36.4% | -32.6% |
| 6M | -14.9% | -25.2% | +10.2% | -4.5% |
| YTD | +44.7% | +36.5% | +8.1% | +41.8% |
| 1Y | +66.9% | +45.0% | +21.8% | +60.7% |
| All | +63.3% | +25.7% | +37.6% | +58.4% |
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