+32.6%
SOLS vs URA
-32.2%
+64.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.1% | -5.5% | -6.1% |
| 7D | -8.8% | -10.5% | +1.8% | -4.3% |
| 30D | -0.6% | -18.6% | +18.0% | +8.3% |
| 3M | -9.0% | -23.0% | +14.0% | +0.1% |
| 6M | -28.7% | -40.3% | +11.6% | -13.4% |
| YTD | +19.2% | -23.5% | +42.6% | +31.8% |
| 1Y | +32.6% | -31.1% | +63.7% | +53.8% |
| All | +32.6% | -32.2% | +64.8% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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