+43.9%
STT vs SOLS
+25.8%
+18.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.6% | -0.1% | -4.3% |
| 7D | -4.9% | -12.0% | +7.1% | -3.9% |
| 30D | -6.0% | -10.2% | +4.2% | -5.2% |
| 3M | -11.7% | -11.8% | +0.2% | -10.8% |
| 6M | +11.7% | -34.0% | +45.7% | +14.3% |
| YTD | +30.4% | +13.7% | +16.8% | +23.6% |
| 1Y | +43.9% | +14.2% | +29.7% | +35.8% |
| All | +43.9% | +25.8% | +18.1% | +35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling