-5.5%
TEAM vs SOLS
+25.7%
-31.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.6% |
| 7D | -2.4% | +14.0% | -16.4% | +0.6% |
| 30D | -26.7% | +10.0% | -36.7% | -24.7% |
| 3M | -9.6% | +5.8% | -15.4% | -7.8% |
| 6M | +86.0% | -25.2% | +111.2% | +78.8% |
| YTD | -7.5% | +36.5% | -44.0% | -3.9% |
| 1Y | -1.4% | +45.0% | -46.4% | +2.4% |
| All | -5.5% | +25.7% | -31.3% | -2.0% |
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