+54.4%
SLB vs SOLS
+21.0%
+33.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.7% | -8.8% | -0.7% |
| 7D | -3.7% | +8.0% | -11.7% | -5.1% |
| 30D | +2.9% | +3.7% | -0.8% | +2.1% |
| 3M | +0.2% | +4.6% | -4.3% | -0.9% |
| 6M | -4.4% | -18.5% | +14.0% | -2.9% |
| YTD | +33.4% | +31.4% | +2.0% | +30.0% |
| 1Y | +40.8% | +34.5% | +6.3% | +37.1% |
| All | +54.4% | +21.0% | +33.3% | +50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling