+3.5%
TSN vs SOLS
+17.1%
-13.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.4% |
| 7D | +1.4% | +0.3% | +1.0% | +1.4% |
| 30D | -6.2% | +0.9% | -7.0% | -6.2% |
| 3M | -5.7% | -20.7% | +15.0% | -5.6% |
| 6M | -11.4% | -17.7% | +6.3% | -11.6% |
| YTD | -8.2% | +27.1% | -35.3% | -11.6% |
| All | +3.5% | +17.1% | -13.6% | -0.7% |
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