-19.9%
BROS vs SOLS
+20.3%
-40.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.6% |
| 7D | -6.6% | +3.7% | -10.3% | -7.2% |
| 30D | -12.3% | +5.0% | -17.4% | -13.2% |
| 3M | -22.2% | -21.1% | -1.1% | -19.0% |
| 6M | -14.3% | -14.2% | -0.1% | -12.9% |
| YTD | -26.6% | +30.6% | -57.2% | -32.6% |
| All | -19.9% | +20.3% | -40.2% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling