+7.2%
NVS vs SOLS
+17.0%
-9.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -14.3% | -3.5% | -10.8% | -14.2% |
| 30D | -10.0% | -1.0% | -9.0% | -9.9% |
| 3M | -10.9% | -24.1% | +13.2% | -9.9% |
| 6M | -12.0% | -18.0% | +6.0% | -11.5% |
| YTD | +2.5% | +27.1% | -24.5% | +5.4% |
| All | +7.2% | +17.0% | -9.8% | +10.2% |
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