+6,351.7%
AMD vs AEIS
+320.4%
+6,031.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.1% | +4.9% | +7.2% |
| 7D | -11.0% | -11.3% | +0.2% | -4.1% |
| 30D | -30.5% | -32.6% | +2.1% | -10.8% |
| 3M | -8.2% | -39.2% | +30.9% | +23.8% |
| 6M | +6.6% | -45.4% | +51.9% | +53.2% |
| YTD | +109.7% | -5.8% | +115.5% | +109.6% |
| 1Y | +88.9% | -10.0% | +98.9% | +94.5% |
| 3Y | +301.8% | +121.2% | +180.7% | +127.1% |
| 5Y | +229.4% | +110.6% | +118.7% | +94.1% |
| All | +6,351.7% | +320.4% | +6,031.3% | +1,547.0% |
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 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