-80.7%
AMIX vs SOLS
+21.2%
-101.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.8% | -5.8% | -2.1% |
| 7D | -13.7% | +0.3% | -14.0% | -13.7% |
| 30D | -62.1% | +2.1% | -64.2% | -62.0% |
| 3M | -46.2% | -24.1% | -22.0% | -48.7% |
| 6M | -46.4% | -15.0% | -31.5% | -46.3% |
| YTD | -60.3% | +31.6% | -91.9% | -47.3% |
| All | -80.7% | +21.2% | -101.9% | -73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling