+27.5%
SOLS vs UUUU
-42.0%
+69.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +4.9% | +0.9% |
| 7D | -3.5% | -10.5% | +7.1% | -1.4% |
| 30D | -1.0% | -10.5% | +9.5% | +0.5% |
| 3M | -24.1% | -14.1% | -10.0% | -22.8% |
| 6M | -18.0% | -35.5% | +17.5% | -13.7% |
| YTD | +27.1% | -10.9% | +38.0% | +30.7% |
| All | +27.5% | -42.0% | +69.5% | +35.1% |
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