+35.2%
TNA vs SOLS
+17.0%
+18.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -7.3% | -3.5% | -3.8% | -6.0% |
| 30D | -14.2% | -1.0% | -13.2% | -14.0% |
| 3M | -4.6% | -24.1% | +19.5% | +5.2% |
| 6M | +36.9% | -18.0% | +54.9% | +45.4% |
| YTD | +42.5% | +27.1% | +15.5% | +28.0% |
| All | +35.2% | +17.0% | +18.2% | +19.8% |
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