+34.4%
USB vs SOLS
+21.0%
+13.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.7% | -7.2% | +2.3% |
| 7D | +0.8% | +8.0% | -7.2% | +0.5% |
| 30D | +6.8% | +3.7% | +3.0% | +6.6% |
| 3M | -3.8% | +4.6% | -8.3% | -4.0% |
| 6M | +11.7% | -18.5% | +30.2% | +11.4% |
| YTD | +17.5% | +31.4% | -14.0% | +13.0% |
| 1Y | +33.8% | +34.5% | -0.7% | +27.7% |
| All | +34.4% | +21.0% | +13.3% | +28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling