+220.4%
ASX vs SOLS
+20.3%
+200.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +4.4% |
| 7D | +11.1% | +3.7% | +7.4% | +9.3% |
| 30D | +9.6% | +5.0% | +4.6% | +7.0% |
| 3M | +18.6% | -21.1% | +39.7% | +29.4% |
| 6M | +92.1% | -14.2% | +106.3% | +104.6% |
| YTD | +158.5% | +30.6% | +127.8% | +160.9% |
| All | +220.4% | +20.3% | +200.1% | +223.2% |
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