+27.5%
SOLS vs BEN
+56.3%
-28.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.5% | -3.1% | -0.3% | -2.3% |
| 30D | -1.0% | +0.2% | -1.1% | -1.0% |
| 3M | -24.1% | +6.8% | -30.9% | -26.1% |
| 6M | -18.0% | +38.1% | -56.1% | -26.7% |
| YTD | +27.1% | +44.3% | -17.3% | +11.9% |
| All | +27.5% | +56.3% | -28.7% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling