-44.4%
NOW vs SOLS
+10.3%
-54.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.4% | -5.8% | +0.2% |
| 7D | -3.0% | -4.2% | +1.2% | -3.5% |
| 30D | -26.0% | -3.9% | -22.1% | -26.3% |
| 3M | -13.1% | -6.6% | -6.5% | -13.8% |
| 6M | +14.5% | -29.1% | +43.6% | +10.0% |
| YTD | -33.4% | +19.8% | -53.2% | -37.5% |
| 1Y | -40.6% | +29.2% | -69.9% | -44.7% |
| All | -44.4% | +10.3% | -54.7% | -48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling