+27.5%
SOLS vs AEIS
+49.4%
-21.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -5.0% | -2.2% |
| 7D | -3.5% | +2.3% | -5.7% | -4.5% |
| 30D | -1.0% | -14.8% | +13.9% | +5.9% |
| 3M | -24.1% | -15.6% | -8.5% | -19.6% |
| 6M | -18.0% | -8.7% | -9.3% | -19.3% |
| YTD | +27.1% | +37.3% | -10.3% | +3.2% |
| All | +27.5% | +49.4% | -21.9% | -1.0% |
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