+10.8%
BDX vs SOLS
-9.9%
+20.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +0.9% |
| 7D | -3.6% | +3.7% | -7.3% | -3.4% |
| 30D | +0.7% | +5.0% | -4.3% | +0.9% |
| 3M | +19.0% | -21.1% | +40.1% | +18.2% |
| 6M | +10.8% | -14.2% | +25.0% | +7.0% |
| All | +10.8% | -9.9% | +20.7% | +7.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling