+24.3%
MAS vs SOLS
+4.7%
+19.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.6% | +1.2% | -2.9% |
| 7D | +4.6% | -12.0% | +16.6% | +6.1% |
| 30D | +19.9% | -10.2% | +30.0% | +21.0% |
| 3M | +8.9% | -11.8% | +20.7% | +10.0% |
| 6M | +20.2% | -34.0% | +54.1% | +25.9% |
| YTD | +33.9% | +13.7% | +20.2% | +30.1% |
| 1Y | +34.7% | +14.2% | +20.4% | +29.7% |
| All | +24.3% | +4.7% | +19.6% | +19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling