+33.8%
SOLS vs AEIS
+50.2%
-16.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | 0.0% |
| 7D | +4.5% | +8.1% | -3.6% | +1.0% |
| 30D | +6.0% | -11.1% | +17.1% | +11.1% |
| 3M | -19.7% | -5.6% | -14.0% | -19.1% |
| 6M | -10.4% | -0.6% | -9.7% | -15.8% |
| YTD | +33.3% | +38.0% | -4.8% | +8.0% |
| All | +33.8% | +50.2% | -16.4% | +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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling