+46.7%
AMAT vs SOLS
+10.3%
+36.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.4% | -1.2% | +1.6% |
| 7D | -14.7% | -4.2% | -10.5% | -12.8% |
| 30D | -36.1% | -3.9% | -32.2% | -34.6% |
| 3M | -36.9% | -6.6% | -30.3% | -34.8% |
| 6M | -22.2% | -29.1% | +6.9% | -9.3% |
| YTD | +29.9% | +19.8% | +10.2% | +35.8% |
| 1Y | +43.3% | +29.2% | +14.0% | +46.7% |
| All | +46.7% | +10.3% | +36.3% | +51.7% |
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 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