+27.6%
SOLS vs WU
-10.1%
+37.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.7% |
| 7D | +0.3% | -5.0% | +5.3% | 0.0% |
| 30D | +0.9% | -2.3% | +3.1% | +0.8% |
| 3M | -20.7% | -3.2% | -17.4% | -21.7% |
| 6M | -17.7% | -25.0% | +7.4% | -18.9% |
| YTD | +27.1% | -21.7% | +48.8% | +24.5% |
| All | +27.6% | -10.1% | +37.7% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling