+37.9%
SOLS vs SBAC
-2.0%
+39.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.0% |
| 7D | +20.8% | -2.7% | +23.6% | +20.7% |
| 30D | +9.2% | +3.3% | +5.9% | +9.5% |
| 3M | +7.1% | +3.3% | +3.8% | +7.0% |
| 6M | -23.7% | -10.9% | -12.7% | -23.1% |
| YTD | +37.3% | -1.0% | +38.3% | +40.4% |
| 1Y | +42.2% | -4.5% | +46.7% | +43.1% |
| All | +37.9% | -2.0% | +39.8% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling