+31.1%
SOLS vs URA
-9.5%
+40.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.6% | -1.4% |
| 7D | +3.7% | +5.7% | -2.0% | +1.5% |
| 30D | +5.0% | +5.6% | -0.6% | +1.9% |
| 3M | -21.1% | +6.2% | -27.3% | -23.9% |
| 6M | -14.2% | -8.2% | -5.9% | -13.3% |
| YTD | +30.6% | +9.7% | +21.0% | +24.5% |
| All | +31.1% | -9.5% | +40.6% | +35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling