-74.2%
USAR vs SOLS
+25.7%
-99.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | -0.8% | +14.0% | -14.8% | -8.0% |
| 30D | -20.9% | +10.0% | -30.9% | -24.9% |
| 3M | -56.2% | +5.8% | -62.0% | -57.8% |
| 6M | -67.9% | -25.2% | -42.7% | -63.1% |
| YTD | -31.4% | +36.5% | -68.0% | -35.8% |
| 1Y | -45.1% | +45.0% | -90.1% | -49.3% |
| All | -74.2% | +25.7% | -99.9% | -75.8% |
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