-83.8%
AMIX vs SOLS
+10.4%
-94.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +3.3% | -23.3% | -20.6% |
| 7D | -8.1% | +16.4% | -24.5% | -11.1% |
| 30D | -52.3% | +10.6% | -62.9% | -53.6% |
| 3M | -83.8% | +10.0% | -93.8% | -84.2% |
| All | -83.8% | +10.4% | -94.2% | -84.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling