+32.6%
SOLS vs TRMB
-31.2%
+63.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -17.3% | +10.8% | -5.0% |
| 7D | -8.8% | -15.7% | +6.9% | -7.3% |
| 30D | -0.6% | -7.8% | +7.1% | +0.9% |
| 3M | -9.0% | -9.3% | +0.3% | -7.5% |
| 6M | -28.7% | -20.8% | -7.8% | -23.8% |
| YTD | +19.2% | -30.8% | +49.9% | +31.9% |
| 1Y | +32.6% | -31.0% | +63.6% | +45.9% |
| All | +32.6% | -31.2% | +63.8% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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