+94.9%
NOK vs SOLS
+17.0%
+77.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.9% | +4.8% |
| 7D | +11.0% | -3.5% | +14.4% | +12.2% |
| 30D | +7.8% | -1.0% | +8.8% | +8.1% |
| 3M | -21.0% | -24.1% | +3.1% | -14.9% |
| 6M | +40.9% | -18.0% | +58.9% | +49.4% |
| YTD | +72.0% | +27.1% | +45.0% | +68.7% |
| All | +94.9% | +17.0% | +77.9% | +93.4% |
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