+17.5%
MA vs SOLS
+25.7%
-8.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.3% |
| 7D | +1.3% | +14.0% | -12.7% | +2.0% |
| 30D | +9.6% | +10.0% | -0.4% | +10.1% |
| 3M | +16.8% | +5.8% | +11.0% | +17.3% |
| 6M | +35.2% | -25.2% | +60.4% | +34.7% |
| YTD | +16.6% | +36.5% | -20.0% | +13.5% |
| 1Y | +19.8% | +45.0% | -25.3% | +16.0% |
| All | +17.5% | +25.7% | -8.3% | +13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling