+23.0%
BAC vs SOLS
+20.3%
+2.7%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.4% |
| 7D | +0.6% | +3.7% | -3.1% | +0.6% |
| 30D | -1.4% | +5.0% | -6.4% | -1.4% |
| 3M | +15.7% | -21.1% | +36.8% | +14.6% |
| 6M | +32.2% | -14.2% | +46.4% | +30.9% |
| YTD | +15.8% | +30.6% | -14.9% | +17.8% |
| All | +23.0% | +20.3% | +2.7% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling