+10.2%
MMM vs SOLS
+22.7%
-12.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.7% |
| 7D | -1.6% | +4.5% | -6.1% | -2.0% |
| 30D | -8.0% | +6.0% | -14.0% | -8.5% |
| 3M | +9.4% | -19.7% | +29.1% | +11.6% |
| 6M | +10.2% | -10.4% | +20.6% | +10.6% |
| YTD | +6.1% | +33.3% | -27.1% | +1.1% |
| All | +10.2% | +22.7% | -12.5% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling