+78.2%
LLY vs SOLS
+23.7%
+54.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.7% | +1.5% |
| 7D | +1.6% | +5.3% | -3.7% | +1.6% |
| 30D | +21.5% | +6.0% | +15.5% | +21.4% |
| 3M | +16.4% | +7.9% | +8.5% | +16.5% |
| 6M | +51.5% | -16.7% | +68.2% | +51.2% |
| YTD | +33.9% | +34.3% | -0.3% | +37.6% |
| 1Y | +49.1% | +38.2% | +10.9% | +53.4% |
| All | +78.2% | +23.7% | +54.5% | +83.2% |
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