+26.4%
MAS vs SOLS
+27.7%
-1.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.1% | -0.3% |
| 7D | -1.8% | +16.4% | -18.2% | -3.7% |
| 30D | +23.6% | +10.6% | +13.0% | +21.4% |
| 3M | +12.4% | +10.0% | +2.4% | +10.3% |
| 6M | +21.9% | -21.2% | +43.1% | +24.9% |
| YTD | +36.1% | +38.7% | -2.5% | +28.9% |
| 1Y | +39.5% | +46.1% | -6.6% | +30.3% |
| All | +26.4% | +27.7% | -1.3% | +18.5% |
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