+31.1%
SOLS vs BB
+71.1%
-40.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.4% | -1.8% |
| 7D | +3.7% | +1.8% | +1.9% | +3.6% |
| 30D | +5.0% | -12.2% | +17.2% | +6.0% |
| 3M | -21.1% | -12.3% | -8.8% | -19.4% |
| 6M | -14.2% | +122.7% | -136.9% | -13.8% |
| YTD | +30.6% | +104.5% | -73.9% | +30.1% |
| All | +31.1% | +71.1% | -40.0% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling