+33.8%
SOLS vs HBM
+71.6%
-37.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.8% | -4.5% | -0.5% |
| 7D | +4.5% | +7.4% | -2.8% | +2.2% |
| 30D | +6.0% | +5.1% | +0.9% | +3.6% |
| 3M | -19.7% | +11.1% | -30.8% | -24.0% |
| 6M | -10.4% | +30.2% | -40.6% | -21.7% |
| YTD | +33.3% | +46.2% | -13.0% | +11.1% |
| All | +33.8% | +71.6% | -37.9% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HBM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling