+3.7%
URI vs SOLS
+20.3%
-16.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.7% |
| 7D | +5.0% | +3.7% | +1.3% | +4.4% |
| 30D | -9.4% | +5.0% | -14.4% | -10.2% |
| 3M | -5.8% | -21.1% | +15.3% | -2.8% |
| 6M | +25.8% | -14.2% | +40.0% | +27.4% |
| YTD | +27.9% | +30.6% | -2.7% | +23.3% |
| All | +3.7% | +20.3% | -16.6% | -0.6% |
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