+33.8%
SOLS vs BB
+73.7%
-40.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -1.0% | +1.1% |
| 7D | +4.5% | +0.5% | +4.0% | +4.5% |
| 30D | +6.0% | -12.4% | +18.4% | +7.0% |
| 3M | -19.7% | -15.3% | -4.4% | -18.0% |
| 6M | -10.4% | +128.8% | -139.2% | -10.0% |
| YTD | +33.3% | +107.7% | -74.4% | +32.6% |
| All | +33.8% | +73.7% | -40.0% | +38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling