+31.1%
SOLS vs AEE
+2.9%
+28.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.9% |
| 7D | +3.7% | +1.1% | +2.7% | +3.5% |
| 30D | +5.0% | 0.0% | +5.0% | +5.0% |
| 3M | -21.1% | -0.9% | -20.2% | -21.5% |
| 6M | -14.2% | -2.4% | -11.8% | -13.8% |
| YTD | +30.6% | +8.6% | +22.0% | +30.5% |
| All | +31.1% | +2.9% | +28.2% | +30.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling