+182.2%
ASX vs SOLS
+26.5%
+155.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.1% | -3.5% |
| 7D | +22.1% | +20.8% | +1.3% | +11.0% |
| 30D | -23.8% | +9.2% | -33.0% | -26.4% |
| 3M | -7.6% | +7.1% | -14.7% | -10.4% |
| 6M | +6.9% | -23.7% | +30.6% | +17.9% |
| YTD | +127.7% | +37.3% | +90.3% | +125.2% |
| 1Y | +144.5% | +42.2% | +102.4% | +141.4% |
| All | +182.2% | +26.5% | +155.7% | +179.1% |
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