+8,164.6%
AMD vs AEIS
+375.1%
+7,789.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.5% | +2.8% | +4.5% |
| 7D | +13.1% | +9.5% | +3.6% | +8.1% |
| 30D | -7.0% | -17.5% | +10.6% | +5.4% |
| 3M | +16.6% | -29.3% | +45.8% | +43.5% |
| 6M | +20.5% | -34.7% | +55.2% | +55.1% |
| YTD | +158.2% | +10.7% | +147.4% | +133.7% |
| 1Y | +132.8% | +7.4% | +125.4% | +114.9% |
| 3Y | +366.2% | +161.1% | +205.1% | +138.4% |
| 5Y | +278.7% | +150.7% | +128.0% | +101.0% |
| 10Y | +8,164.6% | +360.8% | +7,803.7% | +1,970.0% |
| All | +8,164.6% | +375.1% | +7,789.5% | +1,970.0% |
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