-5.1%
NU vs SOLS
+17.0%
-22.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.7% |
| 7D | -4.9% | -3.5% | -1.4% | -4.7% |
| 30D | +7.8% | -1.0% | +8.8% | +8.0% |
| 3M | +20.9% | -24.1% | +45.0% | +23.0% |
| 6M | +0.9% | -18.0% | +18.9% | +0.4% |
| YTD | -12.7% | +27.1% | -39.7% | -14.6% |
| All | -5.1% | +17.0% | -22.1% | -7.9% |
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