+8.2%
MMM vs SOLS
+20.3%
-12.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.7% |
| 7D | -2.6% | +3.7% | -6.3% | -2.9% |
| 30D | -9.3% | +5.0% | -14.3% | -9.7% |
| 3M | +5.6% | -21.1% | +26.7% | +7.9% |
| 6M | +9.5% | -14.2% | +23.6% | +10.2% |
| YTD | +4.1% | +30.6% | -26.5% | -0.6% |
| All | +8.2% | +20.3% | -12.1% | +2.9% |
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 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