+39.8%
LLY vs SOLS
+22.7%
+17.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.2% |
| 7D | -3.1% | +4.5% | -7.6% | -3.0% |
| 30D | -5.1% | +6.0% | -11.1% | -4.9% |
| 3M | -2.1% | -19.7% | +17.6% | -1.8% |
| 6M | +13.8% | -10.4% | +24.2% | +14.1% |
| YTD | +5.1% | +33.3% | -28.2% | +8.1% |
| All | +39.8% | +22.7% | +17.1% | +43.9% |
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 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