+26.0%
MAS vs SOLS
+25.7%
+0.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | +3.0% | +14.0% | -11.0% | +1.3% |
| 30D | +22.4% | +10.0% | +12.5% | +20.3% |
| 3M | +14.5% | +5.8% | +8.7% | +13.0% |
| 6M | +27.1% | -25.2% | +52.3% | +31.3% |
| YTD | +35.8% | +36.5% | -0.8% | +28.8% |
| 1Y | +39.4% | +45.0% | -5.6% | +30.4% |
| All | +26.0% | +25.7% | +0.3% | +18.4% |
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