+334.4%
AMD vs AEIS
+160.4%
+174.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +12.5% | +2.2% | +6.2% |
| 7D | +6.5% | -6.9% | +13.4% | +11.8% |
| 30D | -15.3% | -23.2% | +7.9% | +1.0% |
| 3M | +9.7% | -29.5% | +39.2% | +36.2% |
| 6M | +13.2% | -37.9% | +51.1% | +51.5% |
| YTD | +140.6% | +6.0% | +134.6% | +118.5% |
| 1Y | +111.2% | +1.2% | +109.9% | +97.9% |
| 3Y | +334.4% | +150.0% | +184.5% | +100.6% |
| All | +334.4% | +160.4% | +174.1% | +100.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling