-18.7%
BX vs SOLS
+17.1%
-35.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.7% | -0.1% | -2.6% |
| 7D | -8.9% | +0.3% | -9.2% | -8.9% |
| 30D | -14.8% | +0.9% | -15.7% | -14.9% |
| 3M | +6.9% | -20.7% | +27.6% | +8.7% |
| 6M | +16.3% | -17.7% | +34.0% | +16.7% |
| YTD | -16.1% | +27.1% | -43.2% | -19.0% |
| All | -18.7% | +17.1% | -35.7% | -22.3% |
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