+32.1%
SOLS vs NTR
+40.8%
-8.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.6% | +5.4% | +4.1% |
| 7D | +0.3% | +8.1% | -7.8% | -0.9% |
| 30D | +2.1% | +18.8% | -16.6% | -0.8% |
| 3M | -24.1% | +16.2% | -40.4% | -26.3% |
| 6M | -15.0% | +9.8% | -24.7% | -17.4% |
| YTD | +31.6% | +30.9% | +0.7% | +21.5% |
| All | +32.1% | +40.8% | -8.7% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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