+58.5%
STLD vs SOLS
+25.7%
+32.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -3.1% |
| 7D | +2.9% | +14.0% | -11.1% | +0.3% |
| 30D | -5.6% | +10.0% | -15.5% | -7.4% |
| 3M | -11.7% | +5.8% | -17.5% | -13.0% |
| 6M | -2.8% | -25.2% | +22.4% | +2.1% |
| YTD | +36.4% | +36.5% | -0.1% | +24.2% |
| 1Y | +50.0% | +45.0% | +5.0% | +34.3% |
| All | +58.5% | +25.7% | +32.8% | +43.4% |
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