+32.1%
SOLS vs TROW
+9.8%
+22.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.0% | +4.8% | +3.9% |
| 7D | +0.3% | -1.3% | +1.6% | +0.4% |
| 30D | +2.1% | -4.5% | +6.6% | +2.6% |
| 3M | -24.1% | +3.9% | -28.0% | -26.5% |
| 6M | -15.0% | +22.6% | -37.5% | -23.1% |
| YTD | +31.6% | +10.1% | +21.5% | +18.2% |
| All | +32.1% | +9.8% | +22.3% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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