-10.8%
NVTS vs SOLS
+37.2%
-48.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -6.5% | +15.5% | +13.2% |
| 7D | -0.3% | -8.8% | +8.5% | +5.5% |
| 30D | -24.4% | -0.6% | -23.8% | -24.0% |
| 3M | -26.5% | -9.0% | -17.4% | -22.2% |
| 6M | -41.4% | -28.7% | -12.7% | -27.8% |
| YTD | +30.7% | +19.2% | +11.5% | +48.1% |
| 1Y | -10.8% | +32.6% | -43.4% | +1.7% |
| All | -10.8% | +37.2% | -48.0% | +1.7% |
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