-93.6%
AMIX vs SOLS
+10.3%
-103.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.4% | -5.4% | -0.4% |
| 7D | -16.0% | -4.2% | -11.8% | -15.7% |
| 30D | -55.4% | -3.9% | -51.5% | -55.2% |
| 3M | -87.5% | -6.6% | -80.9% | -87.4% |
| 6M | -81.2% | -29.1% | -52.1% | -81.8% |
| YTD | -86.8% | +19.8% | -106.6% | -82.4% |
| 1Y | -91.6% | +29.2% | -120.8% | -87.6% |
| All | -93.6% | +10.3% | -103.9% | -91.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling