+510.6%
AMDL vs AEE
+10.4%
+500.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.4% | +6.5% | +5.6% |
| 7D | +29.0% | +1.1% | +27.9% | +30.2% |
| 30D | +19.1% | 0.0% | +19.1% | +19.1% |
| 3M | +1.8% | -0.9% | +2.7% | +0.8% |
| 6M | +374.4% | -2.4% | +376.8% | +370.3% |
| YTD | +278.9% | +8.6% | +270.3% | +282.1% |
| 1Y | +510.6% | +10.2% | +500.4% | +507.8% |
| All | +510.6% | +10.4% | +500.2% | +507.8% |
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