+16.8%
IWM vs SOLS
+17.1%
-0.3%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.7% |
| 7D | -2.5% | +0.3% | -2.8% | -2.6% |
| 30D | -4.4% | +0.9% | -5.3% | -4.6% |
| 3M | +2.2% | -20.7% | +22.9% | +4.9% |
| 6M | +14.0% | -17.7% | +31.7% | +15.8% |
| YTD | +17.4% | +27.1% | -9.8% | +12.7% |
| All | +16.8% | +17.1% | -0.3% | +11.6% |
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