+374.7%
AMDL vs AEE
+8.8%
+365.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.1% | +9.1% | +9.3% |
| 7D | +4.5% | +0.3% | +4.2% | +4.9% |
| 30D | -4.4% | -2.3% | -2.1% | -6.5% |
| 3M | -30.5% | +0.2% | -30.7% | -30.5% |
| 6M | +300.9% | -4.7% | +305.6% | +295.2% |
| YTD | +219.9% | +8.1% | +211.8% | +219.4% |
| 1Y | +374.7% | +8.5% | +366.2% | +407.8% |
| All | +374.7% | +8.8% | +365.9% | +407.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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