+11.8%
BAX vs SOLS
+25.7%
-13.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +0.1% | +14.0% | -13.9% | -0.7% |
| 30D | +4.1% | +10.0% | -5.9% | +3.2% |
| 3M | -4.5% | +5.8% | -10.4% | -5.2% |
| 6M | +49.2% | -25.2% | +74.4% | +52.4% |
| YTD | +35.2% | +36.5% | -1.3% | +26.1% |
| 1Y | +38.3% | +45.0% | -6.8% | +27.6% |
| All | +11.8% | +25.7% | -13.9% | +3.5% |
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