+27.6%
SOLS vs AMBA
-19.4%
+47.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.4% |
| 7D | +0.3% | +7.1% | -6.8% | -1.3% |
| 30D | +0.9% | -18.1% | +19.0% | +5.3% |
| 3M | -20.7% | +8.4% | -29.0% | -22.9% |
| 6M | -17.7% | +25.7% | -43.4% | -22.8% |
| YTD | +27.1% | -4.2% | +31.3% | +20.4% |
| All | +27.6% | -19.4% | +47.0% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling