+27.6%
SOLS vs NWSA
+13.2%
+14.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -3.0% |
| 7D | +0.3% | -4.8% | +5.1% | -1.4% |
| 30D | +0.9% | +3.0% | -2.1% | +1.8% |
| 3M | -20.7% | +9.3% | -30.0% | -17.3% |
| 6M | -17.7% | +23.2% | -40.9% | -14.3% |
| YTD | +27.1% | +13.3% | +13.8% | +34.1% |
| All | +27.6% | +13.2% | +14.4% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling