+97.6%
TRGP vs SOLS
+17.1%
+80.5%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.2% |
| 7D | -0.6% | +0.3% | -0.9% | -0.6% |
| 30D | +10.0% | +0.9% | +9.1% | +9.9% |
| 3M | +7.6% | -20.7% | +28.3% | +8.2% |
| 6M | +26.8% | -17.7% | +44.5% | +26.8% |
| YTD | +60.6% | +27.1% | +33.4% | +56.4% |
| All | +97.6% | +17.1% | +80.5% | +92.6% |
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