+27.6%
SOLS vs AEE
+1.7%
+25.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.4% |
| 7D | +0.3% | -0.7% | +1.0% | +0.5% |
| 30D | +0.9% | -2.0% | +2.8% | +1.4% |
| 3M | -20.7% | -2.8% | -17.8% | -20.6% |
| 6M | -17.7% | -3.6% | -14.1% | -17.1% |
| YTD | +27.1% | +7.3% | +19.8% | +27.4% |
| All | +27.6% | +1.7% | +25.9% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 5y: compounded portfolio wealth divided by compounded AEE 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…
5y analysis · Full analysis span regression · 6 months rolling