+32.6%
SOLS vs USHY
+1.9%
+30.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.7% | -7.2% | -9.1% |
| 7D | -8.8% | -0.2% | -8.6% | -7.9% |
| 30D | -0.6% | +0.7% | -1.3% | -3.1% |
| 3M | -9.0% | -2.2% | -6.8% | +0.1% |
| 6M | -28.7% | -0.9% | -27.8% | -26.6% |
| YTD | +19.2% | +0.2% | +19.0% | +16.4% |
| 1Y | +32.6% | +1.7% | +30.9% | +19.4% |
| All | +32.6% | +1.9% | +30.7% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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