+115.0%
UMC vs SOLS
+37.2%
+77.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.5% | +4.5% | +0.4% |
| 7D | -14.7% | -8.8% | -5.9% | -11.7% |
| 30D | -32.9% | -0.6% | -32.2% | -32.7% |
| 3M | -22.2% | -9.0% | -13.1% | -19.6% |
| 6M | +25.9% | -28.7% | +54.6% | +39.0% |
| YTD | +107.9% | +19.2% | +88.8% | +100.4% |
| 1Y | +115.0% | +32.6% | +82.4% | +100.5% |
| All | +115.0% | +37.2% | +77.8% | +100.5% |
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