+50.1%
STT vs SOLS
+43.1%
+7.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | -0.1% |
| 7D | +4.8% | +14.0% | -9.2% | +3.5% |
| 30D | +3.9% | +10.0% | -6.0% | +2.9% |
| 3M | -8.2% | +5.8% | -14.0% | -8.8% |
| 6M | +15.6% | -25.2% | +40.8% | +17.1% |
| YTD | +37.6% | +36.5% | +1.1% | +27.4% |
| 1Y | +50.1% | +45.0% | +5.1% | +35.7% |
| All | +50.1% | +43.1% | +7.0% | +35.7% |
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