+206.4%
UMC vs SOLS
+17.0%
+189.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +9.0% | -3.5% | +12.5% | +10.3% |
| 30D | +17.2% | -1.0% | +18.2% | +17.4% |
| 3M | +11.4% | -24.1% | +35.5% | +19.8% |
| 6M | +137.5% | -18.0% | +155.5% | +150.0% |
| YTD | +193.1% | +27.1% | +166.0% | +187.2% |
| All | +206.4% | +17.0% | +189.3% | +198.3% |
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