+22.5%
MA vs SOLS
+37.2%
-14.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.5% | +10.5% | +3.6% |
| 7D | +10.2% | -8.8% | +19.0% | +9.7% |
| 30D | +19.3% | -0.6% | +19.9% | +19.2% |
| 3M | +18.0% | -9.0% | +27.0% | +17.5% |
| 6M | +33.7% | -28.7% | +62.4% | +32.2% |
| YTD | +18.6% | +19.2% | -0.6% | +13.5% |
| 1Y | +22.5% | +32.6% | -10.1% | +15.6% |
| All | +22.5% | +37.2% | -14.7% | +15.6% |
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 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