+27.5%
SOLS vs TD
+54.9%
-27.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.4% |
| 7D | -3.5% | -0.5% | -2.9% | -3.2% |
| 30D | -1.0% | -1.9% | +0.9% | 0.0% |
| 3M | -24.1% | +4.8% | -28.8% | -25.7% |
| 6M | -18.0% | +28.0% | -46.0% | -27.3% |
| YTD | +27.1% | +30.3% | -3.2% | +11.0% |
| All | +27.5% | +54.9% | -27.4% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling