+90.8%
PBR vs SOLS
+17.1%
+73.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.7% | +4.8% | +2.2% |
| 7D | +4.2% | +0.3% | +3.9% | +4.2% |
| 30D | +22.7% | +0.9% | +21.9% | +22.6% |
| 3M | +21.5% | -20.7% | +42.2% | +21.8% |
| 6M | +24.0% | -17.7% | +41.7% | +23.2% |
| YTD | +88.2% | +27.1% | +61.1% | +79.7% |
| All | +90.8% | +17.1% | +73.7% | +82.8% |
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