+27.2%
SLV vs SOLS
+20.3%
+6.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.0% | +4.2% | +2.7% |
| 7D | +2.8% | +3.7% | -0.9% | +1.9% |
| 30D | +2.2% | +5.0% | -2.8% | +0.8% |
| 3M | +2.9% | -21.1% | +24.0% | +8.3% |
| 6M | -22.4% | -14.2% | -8.2% | -20.8% |
| YTD | -5.7% | +30.6% | -36.4% | -11.7% |
| All | +27.2% | +20.3% | +6.9% | +18.6% |
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