-2.8%
BA vs SOLS
+22.7%
-25.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.8% |
| 7D | +2.5% | +4.5% | -2.1% | +2.1% |
| 30D | -10.1% | +6.0% | -16.1% | -10.5% |
| 3M | -2.4% | -19.7% | +17.3% | -1.4% |
| 6M | -8.8% | -10.4% | +1.6% | -8.3% |
| YTD | -2.9% | +33.3% | -36.2% | -0.1% |
| All | -2.8% | +22.7% | -25.5% | +0.3% |
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