+158.8%
STX vs SOLS
+27.7%
+131.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +3.3% | +6.7% | +8.2% |
| 7D | -1.0% | +16.4% | -17.3% | -8.4% |
| 30D | -26.8% | +10.6% | -37.4% | -30.1% |
| 3M | -32.7% | +10.0% | -42.7% | -35.8% |
| 6M | -33.7% | -21.2% | -12.5% | -27.0% |
| YTD | +101.0% | +38.7% | +62.3% | +76.2% |
| 1Y | +92.7% | +46.1% | +46.6% | +65.6% |
| All | +158.8% | +27.7% | +131.1% | +126.5% |
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