+25.4%
UAL vs SOLS
+38.0%
-12.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.0% | -0.4% |
| 7D | +12.5% | +5.3% | +7.1% | +10.6% |
| 30D | +12.2% | +6.0% | +6.2% | +9.9% |
| 3M | -2.6% | +7.9% | -10.5% | -5.2% |
| 6M | +21.1% | -16.7% | +37.8% | +25.1% |
| YTD | +7.8% | +34.3% | -26.5% | -3.8% |
| 1Y | +25.4% | +38.2% | -12.8% | +9.4% |
| All | +25.4% | +38.0% | -12.6% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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