+32.1%
SOLS vs BNS
+48.2%
-16.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.2% | +5.0% | +4.3% |
| 7D | +0.3% | +1.5% | -1.2% | -0.4% |
| 30D | +2.1% | +6.0% | -3.8% | -0.4% |
| 3M | -24.1% | +16.3% | -40.5% | -29.6% |
| 6M | -15.0% | +27.3% | -42.3% | -27.1% |
| YTD | +31.6% | +28.5% | +3.1% | +12.0% |
| All | +32.1% | +48.2% | -16.1% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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