+18.8%
UAL vs SOLS
+21.0%
-2.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +9.7% | -3.0% | +4.3% |
| 7D | +10.2% | +8.0% | +2.2% | +7.6% |
| 30D | +12.0% | +3.7% | +8.3% | +10.4% |
| 3M | -7.1% | +4.6% | -11.6% | -8.8% |
| 6M | +20.9% | -18.5% | +39.4% | +25.6% |
| YTD | +7.7% | +31.4% | -23.8% | -2.4% |
| 1Y | +23.6% | +34.5% | -10.9% | +10.9% |
| All | +18.8% | +21.0% | -2.2% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling