+152.8%
BE vs SOLS
+17.0%
+135.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | +9.0% | -3.5% | +12.5% | +11.6% |
| 30D | +16.3% | -1.0% | +17.2% | +16.6% |
| 3M | +10.8% | -24.1% | +34.9% | +29.1% |
| 6M | +73.2% | -18.0% | +91.2% | +92.1% |
| YTD | +217.4% | +27.1% | +190.3% | +184.5% |
| All | +152.8% | +17.0% | +135.8% | +127.6% |
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