-12.3%
BA vs SOLS
+44.7%
-56.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.7% |
| 7D | -0.6% | +20.8% | -21.4% | -1.7% |
| 30D | -8.0% | +9.2% | -17.2% | -8.6% |
| 3M | -25.8% | +7.1% | -32.9% | -26.2% |
| 6M | -27.6% | -23.7% | -3.9% | -26.1% |
| YTD | -21.0% | +37.3% | -58.3% | -17.4% |
| 1Y | -12.3% | +42.2% | -54.4% | -7.3% |
| All | -12.3% | +44.7% | -56.9% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling