-89.8%
SOLT vs SPY
+18.1%
-107.9%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +4.0% | +0.7% |
| 7D | +0.5% | -0.8% | +1.3% | +4.4% |
| 30D | +73.6% | -1.1% | +74.6% | +84.2% |
| 3M | +109.5% | +3.9% | +105.6% | +74.4% |
| 6M | +11.3% | +13.6% | -2.3% | -39.7% |
| YTD | -54.4% | +12.7% | -67.0% | -70.8% |
| 1Y | -89.8% | +17.5% | -107.3% | -94.4% |
| All | -89.8% | +18.1% | -107.9% | -94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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