+3.7%
VALE vs SOLS
+37.2%
-33.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.5% | +10.6% | +5.4% |
| 7D | -0.3% | -8.8% | +8.4% | +1.4% |
| 30D | -19.2% | -0.6% | -18.6% | -19.5% |
| 3M | -20.7% | -9.0% | -11.7% | -19.4% |
| 6M | -25.8% | -28.7% | +2.9% | -20.7% |
| YTD | -9.8% | +19.2% | -28.9% | -13.5% |
| 1Y | +3.7% | +32.6% | -28.9% | -2.4% |
| All | +3.7% | +37.2% | -33.5% | -2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling