+27.6%
SOLS vs SBAC
-5.3%
+32.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | +0.2% | -2.8% |
| 7D | +0.3% | -5.3% | +5.6% | +0.1% |
| 30D | +0.9% | +0.4% | +0.5% | +1.0% |
| 3M | -20.7% | -11.9% | -8.8% | -20.4% |
| 6M | -17.7% | -4.5% | -13.2% | -16.0% |
| YTD | +27.1% | -4.3% | +31.5% | +30.1% |
| All | +27.6% | -5.3% | +32.9% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling