+72.9%
PBR vs SOLS
+37.2%
+35.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.5% | -0.4% | -6.9% |
| 7D | -11.0% | -8.8% | -2.2% | -10.9% |
| 30D | -18.8% | -0.6% | -18.1% | -18.7% |
| 3M | +7.8% | -9.0% | +16.9% | +8.0% |
| 6M | -7.6% | -28.7% | +21.1% | -7.1% |
| YTD | +72.7% | +19.2% | +53.5% | +62.4% |
| 1Y | +72.9% | +32.6% | +40.3% | +60.9% |
| All | +72.9% | +37.2% | +35.8% | +60.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling