+29.5%
PFE vs SOLS
+27.7%
+1.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.0% | +0.3% |
| 7D | -3.0% | +16.4% | -19.3% | -2.8% |
| 30D | +5.2% | +10.6% | -5.4% | +5.3% |
| 3M | +12.2% | +10.0% | +2.2% | +12.3% |
| 6M | +17.8% | -21.2% | +39.0% | +19.1% |
| YTD | +26.2% | +38.7% | -12.5% | +25.2% |
| 1Y | +23.2% | +46.1% | -22.9% | +22.3% |
| All | +29.5% | +27.7% | +1.8% | +28.6% |
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 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