+24.3%
MMM vs SOLS
+27.7%
-3.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.5% | -0.5% |
| 7D | -2.6% | +16.4% | -19.0% | -3.8% |
| 30D | +17.4% | +10.6% | +6.8% | +16.2% |
| 3M | +3.6% | +10.0% | -6.4% | +2.5% |
| 6M | +33.0% | -21.2% | +54.2% | +36.0% |
| YTD | +19.6% | +38.7% | -19.0% | +13.4% |
| 1Y | +14.0% | +46.1% | -32.0% | +7.2% |
| All | +24.3% | +27.7% | -3.4% | +17.5% |
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