+27.5%
SOLS vs BTG
-3.9%
+31.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -3.5% | -3.8% | +0.3% | -2.8% |
| 30D | -1.0% | +3.6% | -4.6% | -2.0% |
| 3M | -24.1% | +32.0% | -56.1% | -29.0% |
| 6M | -18.0% | +3.4% | -21.3% | -20.0% |
| YTD | +27.1% | +20.8% | +6.3% | +17.8% |
| All | +27.5% | -3.9% | +31.5% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 5y: compounded portfolio wealth divided by compounded BTG 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…
5y analysis · Full analysis span regression · 6 months rolling