+108.5%
AMD vs AEIS
-2.1%
+110.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +11.3% | +1.9% | +5.5% |
| 7D | +8.9% | +1.0% | +8.0% | +7.8% |
| 30D | -16.4% | -24.0% | +7.7% | -0.2% |
| 3M | +5.2% | -32.5% | +37.7% | +33.6% |
| 6M | +11.7% | -38.6% | +50.3% | +48.4% |
| YTD | +137.5% | +4.8% | +132.6% | +108.9% |
| All | +108.5% | -2.1% | +110.5% | +90.1% |
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