+54.2%
STT vs SOLS
+26.5%
+27.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +5.1% | +20.8% | -15.7% | +3.4% |
| 30D | -0.2% | +9.2% | -9.4% | -1.1% |
| 3M | -8.1% | +7.1% | -15.2% | -8.9% |
| 6M | +16.6% | -23.7% | +40.3% | +17.8% |
| YTD | +37.8% | +37.3% | +0.5% | +31.4% |
| 1Y | +46.8% | +42.2% | +4.7% | +39.2% |
| All | +54.2% | +26.5% | +27.8% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling