+32.1%
SOLS vs AEIS
+46.1%
-14.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.4% | +1.4% | +2.8% |
| 7D | +0.3% | +3.0% | -2.6% | -1.0% |
| 30D | +2.1% | -14.6% | +16.8% | +9.0% |
| 3M | -24.1% | -12.4% | -11.7% | -21.1% |
| 6M | -15.0% | -15.0% | 0.0% | -13.4% |
| YTD | +31.6% | +34.3% | -2.7% | +8.0% |
| All | +32.1% | +46.1% | -14.0% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling