+31.3%
PL vs SOLS
+22.7%
+8.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.1% |
| 7D | -7.5% | +4.5% | -12.1% | -8.8% |
| 30D | -25.6% | +6.0% | -31.6% | -27.0% |
| 3M | -45.6% | -19.7% | -25.9% | -42.6% |
| 6M | -29.5% | -10.4% | -19.2% | -25.5% |
| YTD | -9.7% | +33.3% | -42.9% | -15.8% |
| All | +31.3% | +22.7% | +8.6% | +21.9% |
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 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