+40.7%
TRV vs SOLS
+17.1%
+23.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.4% |
| 7D | -1.5% | +0.3% | -1.8% | -1.5% |
| 30D | -1.8% | +0.9% | -2.7% | -1.8% |
| 3M | +21.6% | -20.7% | +42.2% | +20.9% |
| 6M | +22.5% | -17.7% | +40.1% | +21.9% |
| YTD | +28.1% | +27.1% | +1.0% | +28.8% |
| All | +40.7% | +17.1% | +23.6% | +41.4% |
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