+27.6%
SOLS vs EAT
+67.2%
-39.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.7% |
| 7D | +0.3% | -6.2% | +6.5% | +1.0% |
| 30D | +0.9% | -3.0% | +3.9% | +1.0% |
| 3M | -20.7% | +45.6% | -66.3% | -25.2% |
| 6M | -17.7% | +53.5% | -71.2% | -22.9% |
| YTD | +27.1% | +49.6% | -22.5% | +20.2% |
| All | +27.6% | +67.2% | -39.6% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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