+7.9%
AEP vs SOLS
+17.0%
-9.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.9% | -3.5% | +2.5% | -0.8% |
| 30D | -1.1% | -1.0% | -0.1% | -1.0% |
| 3M | -3.3% | -24.1% | +20.8% | -2.1% |
| 6M | -4.6% | -18.0% | +13.3% | -4.2% |
| YTD | +9.4% | +27.1% | -17.6% | +8.8% |
| All | +7.9% | +17.0% | -9.1% | +7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling