+49.7%
U vs SOLS
+25.7%
+24.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.8% | +5.2% |
| 7D | +2.6% | +14.0% | -11.4% | +3.1% |
| 30D | +27.6% | +10.0% | +17.6% | +28.2% |
| 3M | +15.3% | +5.8% | +9.5% | +15.7% |
| 6M | +96.4% | -25.2% | +121.6% | +92.6% |
| YTD | +19.6% | +36.5% | -17.0% | +9.2% |
| 1Y | +42.1% | +45.0% | -2.9% | +24.7% |
| All | +49.7% | +25.7% | +24.0% | +35.2% |
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