+289.2%
STX vs SOLS
+17.0%
+272.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -2.3% | -3.5% | +1.2% | -0.5% |
| 30D | -5.5% | -1.0% | -4.5% | -5.0% |
| 3M | -4.3% | -24.1% | +19.8% | +7.8% |
| 6M | +115.6% | -18.0% | +133.6% | +132.4% |
| YTD | +202.2% | +27.1% | +175.1% | +176.7% |
| All | +289.2% | +17.0% | +272.2% | +255.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling