-98.9%
AMC vs AEIS
+546.3%
-645.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.8% | -6.2% | -4.4% |
| 7D | -0.8% | +8.1% | -8.9% | -3.5% |
| 30D | -1.2% | -11.1% | +10.0% | +2.2% |
| 3M | +42.2% | -5.6% | +47.9% | +39.1% |
| 6M | +118.8% | -0.6% | +119.4% | +103.8% |
| YTD | +64.1% | +38.0% | +26.1% | +31.7% |
| 1Y | -9.5% | +87.2% | -96.8% | -37.0% |
| 3Y | -64.3% | +179.7% | -244.0% | -79.9% |
| 5Y | -99.5% | +241.7% | -341.2% | -99.7% |
| 10Y | -98.9% | +547.2% | -646.1% | -99.7% |
| All | -98.9% | +546.3% | -645.3% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling