+27.6%
SOLS vs UUUU
-39.0%
+66.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.3% | +3.6% | -1.5% |
| 7D | +0.3% | -5.0% | +5.3% | +1.3% |
| 30D | +0.9% | -7.8% | +8.7% | +1.9% |
| 3M | -20.7% | -0.4% | -20.2% | -21.5% |
| 6M | -17.7% | -32.9% | +15.2% | -14.0% |
| YTD | +27.1% | -6.3% | +33.4% | +29.5% |
| All | +27.6% | -39.0% | +66.6% | +33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling