-20.0%
BA vs SOLS
+10.3%
-30.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.4% | -4.9% | +0.3% |
| 7D | +1.1% | -4.2% | +5.3% | +1.2% |
| 30D | -7.9% | -3.9% | -4.0% | -7.8% |
| 3M | -25.3% | -6.6% | -18.7% | -25.1% |
| 6M | -24.6% | -29.1% | +4.5% | -23.3% |
| YTD | -20.1% | +19.8% | -39.9% | -17.4% |
| 1Y | -11.8% | +29.2% | -41.0% | -8.2% |
| All | -20.0% | +10.3% | -30.3% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling