+27.6%
SOLS vs TRMB
-27.3%
+54.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.7% |
| 7D | +0.3% | -5.4% | +5.7% | +0.1% |
| 30D | +0.9% | -2.0% | +2.8% | +0.8% |
| 3M | -20.7% | +12.3% | -33.0% | -21.2% |
| 6M | -17.7% | -17.6% | -0.1% | -15.0% |
| YTD | +27.1% | -27.5% | +54.6% | +36.0% |
| All | +27.6% | -27.3% | +54.9% | +35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling