+56.2%
SLB vs SOLS
+27.7%
+28.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.3% | -1.2% | +1.6% |
| 7D | -1.2% | +16.4% | -17.5% | -3.8% |
| 30D | +4.5% | +10.6% | -6.1% | +2.6% |
| 3M | -4.6% | +10.0% | -14.6% | -6.4% |
| 6M | -6.3% | -21.2% | +15.0% | -3.9% |
| YTD | +35.0% | +38.7% | -3.7% | +30.3% |
| 1Y | +38.8% | +46.1% | -7.3% | +34.0% |
| All | +56.2% | +27.7% | +28.5% | +50.7% |
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