-24.6%
TMUS vs SOLS
+25.7%
-50.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.7% |
| 7D | +4.9% | +14.0% | -9.1% | +6.3% |
| 30D | +7.7% | +10.0% | -2.3% | +8.8% |
| 3M | -6.8% | +5.8% | -12.6% | -6.2% |
| 6M | -9.7% | -25.2% | +15.5% | -10.6% |
| YTD | -15.0% | +36.5% | -51.5% | -15.4% |
| 1Y | -19.1% | +45.0% | -64.2% | -19.7% |
| All | -24.6% | +25.7% | -50.3% | -25.0% |
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 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