+21.3%
TFC vs SOLS
+37.2%
-15.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.5% | +9.5% | +3.1% |
| 7D | +5.1% | -8.8% | +13.8% | +5.3% |
| 30D | +9.8% | -0.6% | +10.4% | +9.6% |
| 3M | -2.4% | -9.0% | +6.6% | -2.3% |
| 6M | +4.9% | -28.7% | +33.6% | +5.5% |
| YTD | +6.6% | +19.2% | -12.6% | +2.1% |
| 1Y | +21.3% | +32.6% | -11.3% | +14.1% |
| All | +21.3% | +37.2% | -15.9% | +14.1% |
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