-9.0%
AUR vs SOLS
+37.2%
-46.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.5% | +2.1% | -2.2% |
| 7D | -19.8% | -8.8% | -11.1% | -17.3% |
| 30D | -29.0% | -0.6% | -28.4% | -28.8% |
| 3M | -43.6% | -9.0% | -34.5% | -41.9% |
| 6M | -36.6% | -28.7% | -8.0% | -31.2% |
| YTD | +6.3% | +19.2% | -12.9% | -3.0% |
| 1Y | -9.0% | +32.6% | -41.6% | -20.7% |
| All | -9.0% | +37.2% | -46.2% | -20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling