+27.8%
UNP vs SOLS
+17.0%
+10.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -1.8% | -3.5% | +1.6% | -1.8% |
| 30D | -2.7% | -1.0% | -1.8% | -2.7% |
| 3M | +6.5% | -24.1% | +30.6% | +6.8% |
| 6M | +14.4% | -18.0% | +32.3% | +14.2% |
| YTD | +24.8% | +27.1% | -2.3% | +25.3% |
| All | +27.8% | +17.0% | +10.7% | +27.9% |
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