+17.0%
IEFA vs SOLS
+37.2%
-20.2%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.5% | +9.0% | +3.1% |
| 7D | +1.9% | -8.8% | +10.7% | +2.8% |
| 30D | +1.4% | -0.6% | +2.0% | +1.3% |
| 3M | -1.4% | -9.0% | +7.6% | -0.6% |
| 6M | +6.3% | -28.7% | +35.0% | +9.4% |
| YTD | +11.9% | +19.2% | -7.3% | +11.2% |
| 1Y | +17.0% | +32.6% | -15.6% | +15.1% |
| All | +17.0% | +37.2% | -20.2% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling