+32.6%
SOLS vs TRU
+2.1%
+30.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +4.6% | -11.1% | -5.8% |
| 7D | -8.8% | +10.5% | -19.3% | -7.3% |
| 30D | -0.6% | +28.7% | -29.3% | +2.7% |
| 3M | -9.0% | +0.7% | -9.7% | -9.0% |
| 6M | -28.7% | +19.3% | -48.0% | -27.7% |
| YTD | +19.2% | -3.7% | +22.9% | +25.1% |
| 1Y | +32.6% | +3.4% | +29.2% | +32.0% |
| All | +32.6% | +2.1% | +30.5% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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