+16.8%
BBY vs SOLS
+17.0%
-0.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +0.6% | -3.5% | +4.0% | +0.5% |
| 30D | +9.4% | -1.0% | +10.4% | +9.4% |
| 3M | +19.3% | -24.1% | +43.4% | +19.0% |
| 6M | +47.9% | -18.0% | +65.9% | +46.5% |
| YTD | +39.6% | +27.1% | +12.5% | +26.2% |
| All | +16.8% | +17.0% | -0.2% | +5.0% |
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