+12.3%
NSC vs SOLS
+10.3%
+2.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.4% | -7.8% | -2.5% |
| 7D | -6.2% | -4.2% | -2.0% | -6.2% |
| 30D | +2.6% | -3.9% | +6.5% | +2.6% |
| 3M | -5.8% | -6.6% | +0.8% | -5.8% |
| 6M | +2.1% | -29.1% | +31.2% | +2.5% |
| YTD | +12.7% | +19.8% | -7.1% | +12.7% |
| 1Y | +15.9% | +29.2% | -13.4% | +15.6% |
| All | +12.3% | +10.3% | +2.0% | +11.9% |
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