-57.3%
MP vs SOLS
+10.3%
-67.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.4% | -0.4% | +2.9% |
| 7D | -10.5% | -4.2% | -6.3% | -9.1% |
| 30D | -23.5% | -3.9% | -19.6% | -22.4% |
| 3M | -25.4% | -6.6% | -18.8% | -23.9% |
| 6M | -51.3% | -29.1% | -22.1% | -45.5% |
| YTD | -29.9% | +19.8% | -49.7% | -35.5% |
| 1Y | -31.8% | +29.2% | -61.1% | -39.4% |
| All | -57.3% | +10.3% | -67.6% | -61.2% |
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