+32.1%
SOLS vs UUUU
-35.2%
+67.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.7% |
| 7D | +0.3% | -1.4% | +1.7% | +0.6% |
| 30D | +2.1% | +16.3% | -14.2% | -1.8% |
| 3M | -24.1% | -16.7% | -7.5% | -22.6% |
| 6M | -15.0% | -33.7% | +18.7% | -11.4% |
| YTD | +31.6% | -0.5% | +32.1% | +32.6% |
| All | +32.1% | -35.2% | +67.3% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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