+32.1%
SOLS vs TRMB
-23.9%
+56.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.0% | +4.9% | +3.8% |
| 7D | +0.3% | -2.5% | +2.8% | +0.2% |
| 30D | +2.1% | +1.5% | +0.6% | +2.3% |
| 3M | -24.1% | +6.8% | -30.9% | -23.4% |
| 6M | -15.0% | -14.9% | 0.0% | -12.1% |
| YTD | +31.6% | -24.1% | +55.7% | +41.0% |
| All | +32.1% | -23.9% | +56.0% | +40.6% |
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