+36.0%
NVS vs SOLS
+37.2%
-1.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.5% | +10.1% | +3.6% |
| 7D | +5.7% | -8.8% | +14.5% | +5.8% |
| 30D | +17.1% | -0.6% | +17.7% | +16.9% |
| 3M | +7.6% | -9.0% | +16.7% | +7.7% |
| 6M | +14.1% | -28.7% | +42.7% | +15.5% |
| YTD | +23.3% | +19.2% | +4.2% | +24.6% |
| 1Y | +36.0% | +32.6% | +3.4% | +37.3% |
| All | +36.0% | +37.2% | -1.2% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling