+27.9%
UNP vs SOLS
+20.3%
+7.6%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -1.3% |
| 7D | -1.7% | +3.7% | -5.4% | -1.8% |
| 30D | -2.1% | +5.0% | -7.1% | -2.1% |
| 3M | +5.4% | -21.1% | +26.5% | +5.7% |
| 6M | +13.4% | -14.2% | +27.6% | +13.1% |
| YTD | +25.0% | +30.6% | -5.7% | +25.4% |
| All | +27.9% | +20.3% | +7.6% | +28.0% |
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