+8.6%
ARM vs SOLS
+21.0%
-12.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +9.7% | -3.1% | +2.8% |
| 7D | -5.3% | +8.0% | -13.3% | -8.0% |
| 30D | -30.0% | +3.7% | -33.8% | -30.8% |
| 3M | -34.1% | +4.6% | -38.6% | -35.0% |
| 6M | -12.6% | -18.5% | +5.8% | -8.1% |
| YTD | +70.4% | +31.4% | +39.0% | +78.9% |
| 1Y | +22.3% | +34.5% | -12.2% | +28.1% |
| All | +8.6% | +21.0% | -12.4% | +13.8% |
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