+37.0%
SOLS vs SBAC
-0.5%
+37.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.5% |
| 7D | +14.0% | +0.6% | +13.4% | +14.0% |
| 30D | +10.0% | +5.5% | +4.5% | +10.3% |
| 3M | +5.8% | +3.1% | +2.7% | +5.7% |
| 6M | -25.2% | -7.0% | -18.2% | -24.8% |
| YTD | +36.5% | +0.5% | +36.0% | +39.7% |
| 1Y | +45.0% | +0.2% | +44.8% | +47.7% |
| All | +37.0% | -0.5% | +37.6% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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