+6.5%
LMT vs SOLS
+21.2%
-14.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.8% | -5.3% | -1.4% |
| 7D | -6.3% | +0.3% | -6.6% | -6.3% |
| 30D | -8.5% | +2.1% | -10.6% | -8.5% |
| 3M | +1.8% | -24.1% | +26.0% | +1.0% |
| 6M | -19.9% | -15.0% | -5.0% | -20.2% |
| YTD | +10.6% | +31.6% | -21.0% | +15.0% |
| All | +6.5% | +21.2% | -14.7% | +11.3% |
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