+54.1%
ARM vs SOLS
+20.3%
+33.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.6% |
| 7D | +12.5% | +3.7% | +8.8% | +11.3% |
| 30D | -1.4% | +5.0% | -6.4% | -2.9% |
| 3M | -18.7% | -21.1% | +2.4% | -13.4% |
| 6M | +124.6% | -14.2% | +138.8% | +134.1% |
| YTD | +141.7% | +30.6% | +111.1% | +154.0% |
| All | +54.1% | +20.3% | +33.8% | +61.6% |
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