+167.8%
TER vs SOLS
+22.7%
+145.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +3.0% | +3.4% |
| 7D | +11.0% | +4.5% | +6.4% | +7.9% |
| 30D | -1.9% | +6.0% | -7.9% | -5.8% |
| 3M | -0.7% | -19.7% | +19.0% | +14.5% |
| 6M | +36.4% | -10.4% | +46.8% | +50.6% |
| YTD | +92.4% | +33.3% | +59.2% | +91.7% |
| All | +167.8% | +22.7% | +145.1% | +165.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling