+74.8%
SLB vs SOLS
+20.3%
+54.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.2% |
| 7D | -1.9% | +3.7% | -5.6% | -2.4% |
| 30D | +7.8% | +5.0% | +2.8% | +6.8% |
| 3M | +2.7% | -21.1% | +23.8% | +5.4% |
| 6M | +22.2% | -14.2% | +36.3% | +23.1% |
| YTD | +51.1% | +30.6% | +20.5% | +47.7% |
| All | +74.8% | +20.3% | +54.5% | +70.8% |
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