-11.0%
TOST vs SOLS
+26.5%
-37.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.8% |
| 7D | -4.7% | +20.8% | -25.5% | -3.1% |
| 30D | +8.5% | +9.2% | -0.7% | +9.4% |
| 3M | -1.6% | +7.1% | -8.6% | -0.8% |
| 6M | +44.1% | -23.7% | +67.8% | +43.2% |
| YTD | -5.6% | +37.3% | -42.9% | -14.3% |
| 1Y | -12.6% | +42.2% | -54.7% | -21.5% |
| All | -11.0% | +26.5% | -37.5% | -19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling