+7.4%
SW vs SOLS
+27.7%
-20.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -4.0% | -1.3% |
| 7D | -2.6% | +16.4% | -18.9% | -5.3% |
| 30D | +7.2% | +10.6% | -3.4% | +4.7% |
| 3M | -10.5% | +10.0% | -20.5% | -12.7% |
| 6M | +9.9% | -21.2% | +31.1% | +15.6% |
| YTD | +17.2% | +38.7% | -21.4% | +15.4% |
| 1Y | +26.5% | +46.1% | -19.6% | +24.1% |
| All | +7.4% | +27.7% | -20.3% | +5.0% |
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