+41.9%
THC vs SOLS
+26.5%
+15.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -2.0% |
| 7D | +0.1% | +20.8% | -20.7% | -1.4% |
| 30D | +7.5% | +9.2% | -1.7% | +6.4% |
| 3M | +7.5% | +7.1% | +0.5% | +6.6% |
| 6M | +46.4% | -23.7% | +70.1% | +53.0% |
| YTD | +44.4% | +37.3% | +7.0% | +33.4% |
| 1Y | +43.4% | +42.2% | +1.3% | +31.4% |
| All | +41.9% | +26.5% | +15.4% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling