+109.1%
AMDL vs AEE
+13.9%
+95.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +4.6% |
| 7D | -30.7% | +4.7% | -35.4% | -26.6% |
| 30D | -43.8% | +13.4% | -57.2% | -34.8% |
| 3M | -24.5% | +4.1% | -28.6% | -20.4% |
| 6M | +44.7% | +2.0% | +42.6% | +54.5% |
| YTD | +204.0% | +15.6% | +188.4% | +241.7% |
| 1Y | +109.1% | +14.1% | +95.0% | +136.9% |
| All | +109.1% | +13.9% | +95.2% | +136.9% |
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