+137.0%
BE vs SOLS
+17.1%
+119.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -2.3% |
| 7D | +9.7% | +0.3% | +9.4% | +9.8% |
| 30D | +22.4% | +0.9% | +21.5% | +21.4% |
| 3M | +10.4% | -20.7% | +31.0% | +25.5% |
| 6M | +67.9% | -17.7% | +85.5% | +85.8% |
| YTD | +197.5% | +27.1% | +170.4% | +166.6% |
| All | +137.0% | +17.1% | +119.9% | +113.3% |
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