+32.1%
SOLS vs NWSA
+16.7%
+15.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.8% | +5.7% | +3.2% |
| 7D | +0.3% | -1.9% | +2.2% | -0.3% |
| 30D | +2.1% | +4.6% | -2.5% | +3.7% |
| 3M | -24.1% | +13.2% | -37.4% | -20.0% |
| 6M | -15.0% | +27.0% | -42.0% | -10.5% |
| YTD | +31.6% | +16.8% | +14.8% | +40.3% |
| All | +32.1% | +16.7% | +15.4% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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