+32.1%
SOLS vs STLA
-47.0%
+79.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.3% | +2.6% | +3.6% |
| 7D | +0.3% | +2.6% | -2.3% | -0.2% |
| 30D | +2.1% | -1.2% | +3.3% | +2.4% |
| 3M | -24.1% | -24.8% | +0.6% | -19.5% |
| 6M | -15.0% | -25.6% | +10.6% | -10.5% |
| YTD | +31.6% | -48.9% | +80.5% | +47.9% |
| All | +32.1% | -47.0% | +79.1% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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