+32.1%
SOLS vs BB
+70.0%
-37.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +0.3% | -5.6% | +6.0% | +0.8% |
| 30D | +2.1% | -11.8% | +13.9% | +3.0% |
| 3M | -24.1% | -25.5% | +1.4% | -22.2% |
| 6M | -15.0% | +121.3% | -136.2% | -14.5% |
| YTD | +31.6% | +103.2% | -71.6% | +31.2% |
| All | +32.1% | +70.0% | -37.9% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling