+7.0%
NXT vs SOLS
+25.7%
-18.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.8% |
| 7D | -9.4% | +14.0% | -23.4% | -14.2% |
| 30D | +15.1% | +10.0% | +5.1% | +9.9% |
| 3M | -9.1% | +5.8% | -14.9% | -12.1% |
| 6M | -30.3% | -25.2% | -5.1% | -22.0% |
| YTD | +9.1% | +36.5% | -27.4% | +0.2% |
| 1Y | +7.9% | +45.0% | -37.2% | -2.9% |
| All | +7.0% | +25.7% | -18.8% | -1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling