+28.2%
THC vs SOLS
+22.7%
+5.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.5% | -2.4% |
| 7D | -2.6% | +4.5% | -7.1% | -3.0% |
| 30D | -1.2% | +6.0% | -7.2% | -1.8% |
| 3M | +58.9% | -19.7% | +78.6% | +63.5% |
| 6M | +9.3% | -10.4% | +19.7% | +8.1% |
| YTD | +30.4% | +33.3% | -2.9% | +21.0% |
| All | +28.2% | +22.7% | +5.5% | +18.0% |
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