-25.8%
TE vs SOLS
+37.2%
-63.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.5% | +3.0% | +0.3% |
| 7D | +3.8% | -8.8% | +12.6% | +9.5% |
| 30D | -26.2% | -0.6% | -25.6% | -25.9% |
| 3M | -49.7% | -9.0% | -40.7% | -47.1% |
| 6M | -46.5% | -28.7% | -17.8% | -36.1% |
| YTD | -59.1% | +19.2% | -78.3% | -60.0% |
| 1Y | -25.8% | +32.6% | -58.4% | -33.1% |
| All | -25.8% | +37.2% | -63.0% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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