+27.6%
SOLS vs SPXU
-30.6%
+58.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.5% | -1.8% |
| 7D | +0.3% | +6.4% | -6.0% | +3.4% |
| 30D | +0.9% | +5.9% | -5.1% | +3.9% |
| 3M | -20.7% | -11.7% | -9.0% | -24.7% |
| 6M | -17.7% | -28.7% | +11.0% | -28.7% |
| YTD | +27.1% | -26.4% | +53.5% | +11.2% |
| All | +27.6% | -30.6% | +58.2% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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