-0.2%
PSA vs SOLS
+21.2%
-21.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.8% | -5.1% | -1.4% |
| 7D | -3.7% | +0.3% | -4.0% | -3.7% |
| 30D | -7.7% | +2.1% | -9.8% | -7.9% |
| 3M | -0.6% | -24.1% | +23.5% | +1.2% |
| 6M | -0.9% | -15.0% | +14.0% | -0.9% |
| YTD | +18.7% | +31.6% | -12.9% | +13.8% |
| All | -0.2% | +21.2% | -21.4% | -4.5% |
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