+41.7%
DAL vs SOLS
+26.5%
+15.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.0% | -4.3% | -5.0% |
| 7D | +1.4% | +20.8% | -19.4% | -2.1% |
| 30D | +9.1% | +9.2% | -0.1% | +6.8% |
| 3M | -3.5% | +7.1% | -10.5% | -5.3% |
| 6M | +23.4% | -23.7% | +47.0% | +28.7% |
| YTD | +26.0% | +37.3% | -11.3% | +14.0% |
| 1Y | +44.6% | +42.2% | +2.5% | +28.9% |
| All | +41.7% | +26.5% | +15.2% | +26.9% |
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