+27.6%
SOLS vs NTR
+39.5%
-11.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -2.3% |
| 7D | +0.3% | -2.5% | +2.8% | +0.7% |
| 30D | +0.9% | +17.0% | -16.2% | -1.8% |
| 3M | -20.7% | +22.2% | -42.8% | -23.9% |
| 6M | -17.7% | +5.2% | -22.9% | -19.0% |
| YTD | +27.1% | +29.7% | -2.5% | +17.5% |
| All | +27.6% | +39.5% | -11.9% | +17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling