+42.5%
GLW vs SOLS
+27.7%
+14.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.3% | +4.2% | +5.4% |
| 7D | +1.4% | +16.4% | -15.0% | -7.4% |
| 30D | -18.2% | +10.6% | -28.8% | -23.0% |
| 3M | -24.2% | +10.0% | -34.2% | -28.3% |
| 6M | -41.7% | -21.2% | -20.5% | -34.1% |
| YTD | +38.3% | +38.7% | -0.4% | +36.8% |
| 1Y | +38.2% | +46.1% | -7.9% | +35.3% |
| All | +42.5% | +27.7% | +14.8% | +40.0% |
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