+11.9%
TEAM vs SOLS
+20.3%
-8.4%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.3% |
| 7D | -4.7% | +3.7% | -8.4% | -3.7% |
| 30D | +17.0% | +5.0% | +12.0% | +18.5% |
| 3M | +85.9% | -21.1% | +107.0% | +79.2% |
| 6M | +116.7% | -14.2% | +130.8% | +112.6% |
| YTD | +9.6% | +30.6% | -21.0% | +12.0% |
| All | +11.9% | +20.3% | -8.4% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling