+117.8%
AMDL vs AEE
+59.6%
+58.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.4% | +11.8% |
| 7D | +19.9% | +0.6% | +19.3% | +20.3% |
| 30D | +6.3% | -1.9% | +8.2% | +5.1% |
| 3M | -9.9% | +0.3% | -10.2% | -9.8% |
| 6M | +394.3% | -3.0% | +397.3% | +391.1% |
| YTD | +257.3% | +8.4% | +248.9% | +265.3% |
| 1Y | +508.5% | +9.8% | +498.8% | +527.5% |
| All | +117.8% | +59.6% | +58.2% | +217.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling