+21.2%
TFC vs SOLS
+25.7%
-4.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.2% |
| 7D | +2.3% | +14.0% | -11.7% | +1.9% |
| 30D | +10.8% | +10.0% | +0.8% | +10.4% |
| 3M | -3.8% | +5.8% | -9.6% | -4.0% |
| 6M | +9.6% | -25.2% | +34.8% | +10.5% |
| YTD | +5.8% | +36.5% | -30.8% | +2.0% |
| 1Y | +16.2% | +45.0% | -28.9% | +11.2% |
| All | +21.2% | +25.7% | -4.5% | +16.3% |
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