-32.0%
NVTS vs SOLS
+17.0%
-49.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.4% | +4.3% |
| 7D | -1.4% | -3.5% | +2.0% | +0.7% |
| 30D | -16.5% | -1.0% | -15.5% | -16.4% |
| 3M | -47.6% | -24.1% | -23.5% | -39.3% |
| 6M | +7.3% | -18.0% | +25.3% | +21.9% |
| YTD | +62.9% | +27.1% | +35.8% | +78.3% |
| All | -32.0% | +17.0% | -49.0% | -26.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling