+65.6%
STLD vs SOLS
+22.7%
+42.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.9% |
| 7D | +2.7% | +4.5% | -1.9% | +1.8% |
| 30D | -8.4% | +6.0% | -14.4% | -9.4% |
| 3M | -9.9% | -19.7% | +9.8% | -6.7% |
| 6M | +33.0% | -10.4% | +43.4% | +33.7% |
| YTD | +42.6% | +33.3% | +9.3% | +30.8% |
| All | +65.6% | +22.7% | +42.9% | +51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling