+34.2%
STRL vs SOLS
+20.3%
+13.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.2% |
| 7D | +8.2% | +3.7% | +4.5% | +6.0% |
| 30D | -6.3% | +5.0% | -11.3% | -9.5% |
| 3M | -41.2% | -21.1% | -20.1% | -33.2% |
| 6M | +20.4% | -14.2% | +34.5% | +32.6% |
| YTD | +61.7% | +30.6% | +31.1% | +53.2% |
| All | +34.2% | +20.3% | +13.9% | +26.5% |
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