+10.2%
AMCR vs SOLS
+17.0%
-6.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.6% |
| 7D | -6.3% | -3.5% | -2.8% | -5.9% |
| 30D | -7.8% | -1.0% | -6.8% | -7.8% |
| 3M | +7.5% | -24.1% | +31.6% | +11.6% |
| 6M | +2.7% | -18.0% | +20.7% | +4.6% |
| YTD | +6.0% | +27.1% | -21.0% | +5.0% |
| All | +10.2% | +17.0% | -6.8% | +9.1% |
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