+11.4%
URI vs SOLS
+23.7%
-12.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.2% | -2.5% |
| 7D | -6.0% | +5.3% | -11.3% | -7.0% |
| 30D | +4.6% | +6.0% | -1.4% | +3.1% |
| 3M | -2.7% | +7.9% | -10.6% | -4.5% |
| 6M | +18.4% | -16.7% | +35.1% | +20.0% |
| YTD | +37.4% | +34.3% | +3.1% | +31.1% |
| 1Y | +30.4% | +38.2% | -7.9% | +23.6% |
| All | +11.4% | +23.7% | -12.3% | +5.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling