+3.6%
NVT vs SOLS
+37.2%
-33.6%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -6.5% | -6.2% | -9.8% |
| 7D | -19.5% | -8.8% | -10.7% | -15.9% |
| 30D | -32.4% | -0.6% | -31.8% | -31.3% |
| 3M | -30.3% | -9.0% | -21.3% | -26.9% |
| 6M | -30.4% | -28.7% | -1.8% | -21.5% |
| YTD | +11.3% | +19.2% | -7.8% | +12.2% |
| 1Y | +3.6% | +32.6% | -29.0% | +0.8% |
| All | +3.6% | +37.2% | -33.6% | +0.8% |
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