-1.5%
BAC vs SOLS
+37.2%
-38.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -6.5% | +10.5% | +4.0% |
| 7D | +1.5% | -8.8% | +10.3% | +1.6% |
| 30D | -4.4% | -0.6% | -3.8% | -4.4% |
| 3M | -17.5% | -9.0% | -8.5% | -17.6% |
| 6M | -0.1% | -28.7% | +28.6% | -1.0% |
| YTD | -4.6% | +19.2% | -23.8% | -3.5% |
| 1Y | -1.5% | +32.6% | -34.1% | -0.3% |
| All | -1.5% | +37.2% | -38.7% | -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 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