+65.9%
STLD vs SOLS
+20.3%
+45.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.1% | +0.5% |
| 7D | -2.8% | +3.7% | -6.5% | -3.5% |
| 30D | -10.4% | +5.0% | -15.4% | -11.2% |
| 3M | -10.6% | -21.1% | +10.5% | -7.2% |
| 6M | +32.7% | -14.2% | +46.9% | +34.4% |
| YTD | +42.8% | +30.6% | +12.2% | +31.4% |
| All | +65.9% | +20.3% | +45.6% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 10y: compounded portfolio wealth divided by compounded SOLS 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…
10y analysis · Full analysis span regression · 6 months rolling