-12.0%
LVS vs SOLS
+17.0%
-29.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | -3.5% | -3.5% | 0.0% | -3.3% |
| 30D | -6.2% | -1.0% | -5.3% | -6.3% |
| 3M | -14.8% | -24.1% | +9.3% | -13.5% |
| 6M | -20.9% | -18.0% | -2.9% | -20.7% |
| YTD | -33.0% | +27.1% | -60.1% | -32.4% |
| All | -12.0% | +17.0% | -29.0% | -10.7% |
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