+80.6%
PR vs SOLS
+21.0%
+59.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.7% | -10.8% | -0.8% |
| 7D | -12.4% | +8.0% | -20.4% | -12.2% |
| 30D | -6.6% | +3.7% | -10.3% | -6.4% |
| 3M | +7.5% | +4.6% | +2.9% | +7.9% |
| 6M | +10.8% | -18.5% | +29.3% | +10.8% |
| YTD | +57.0% | +31.4% | +25.6% | +62.7% |
| 1Y | +67.9% | +34.5% | +33.5% | +74.4% |
| All | +80.6% | +21.0% | +59.6% | +87.6% |
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