+315.3%
STX vs SOLS
+20.3%
+295.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | -0.1% | -1.1% |
| 7D | +9.6% | +3.7% | +5.8% | +7.7% |
| 30D | +10.6% | +5.0% | +5.6% | +8.0% |
| 3M | +4.8% | -21.1% | +25.9% | +15.9% |
| 6M | +137.3% | -14.2% | +151.4% | +150.1% |
| YTD | +222.5% | +30.6% | +191.9% | +191.2% |
| All | +315.3% | +20.3% | +295.0% | +274.5% |
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 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