+31.1%
SOLS vs TRMB
-26.5%
+57.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.4% | -2.1% |
| 7D | +3.7% | -2.9% | +6.6% | +3.6% |
| 30D | +5.0% | -1.8% | +6.8% | +5.0% |
| 3M | -21.1% | +8.4% | -29.5% | -21.0% |
| 6M | -14.2% | -18.5% | +4.4% | -11.4% |
| YTD | +30.6% | -26.7% | +57.4% | +39.8% |
| All | +31.1% | -26.5% | +57.7% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling