+2.8%
WFC vs SOLS
+25.7%
-22.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +2.5% | +14.0% | -11.5% | +2.4% |
| 30D | +7.0% | +10.0% | -3.0% | +6.8% |
| 3M | -1.8% | +5.8% | -7.6% | -2.0% |
| 6M | +18.4% | -25.2% | +43.6% | +17.4% |
| YTD | -5.6% | +36.5% | -42.1% | -5.9% |
| 1Y | +3.9% | +45.0% | -41.2% | +3.3% |
| All | +2.8% | +25.7% | -22.9% | +2.2% |
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 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