-14.9%
BN vs SOLS
+17.0%
-31.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | -5.2% | -3.5% | -1.7% | -4.9% |
| 30D | -14.5% | -1.0% | -13.5% | -14.4% |
| 3M | -15.0% | -24.1% | +9.1% | -13.1% |
| 6M | -5.4% | -18.0% | +12.6% | -4.9% |
| YTD | -16.4% | +27.1% | -43.5% | -18.1% |
| All | -14.9% | +17.0% | -31.9% | -17.1% |
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