+32.6%
SOLS vs STLA
-53.0%
+85.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.8% | -10.3% | -7.2% |
| 7D | -8.8% | -0.6% | -8.1% | -8.8% |
| 30D | -0.6% | +3.6% | -4.2% | -1.5% |
| 3M | -9.0% | -20.6% | +11.6% | -5.1% |
| 6M | -28.7% | -34.3% | +5.7% | -22.8% |
| YTD | +19.2% | -57.3% | +76.5% | +36.7% |
| 1Y | +32.6% | -52.6% | +85.3% | +39.3% |
| All | +32.6% | -53.0% | +85.6% | +39.3% |
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