+25.5%
RTX vs SOLS
+22.7%
+2.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.2% | -1.0% |
| 7D | -3.1% | +4.5% | -7.6% | -3.2% |
| 30D | -10.6% | +6.0% | -16.6% | -10.8% |
| 3M | +11.6% | -19.7% | +31.3% | +12.1% |
| 6M | -4.5% | -10.4% | +5.9% | -4.7% |
| YTD | +9.6% | +33.3% | -23.7% | +10.0% |
| All | +25.5% | +22.7% | +2.8% | +26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling