+27.6%
SOLS vs CASY
+11.6%
+16.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.7% |
| 7D | +0.3% | -17.2% | +17.6% | +2.7% |
| 30D | +0.9% | -24.4% | +25.2% | +4.7% |
| 3M | -20.7% | -31.4% | +10.7% | -16.2% |
| 6M | -17.7% | -8.9% | -8.8% | -21.2% |
| YTD | +27.1% | +13.8% | +13.3% | +14.6% |
| All | +27.6% | +11.6% | +16.0% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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