+374.7%
AMDL vs AEIS
+93.3%
+281.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.4% | +6.8% | +6.2% |
| 7D | +4.5% | +3.0% | +1.6% | +0.9% |
| 30D | -4.4% | -14.6% | +10.2% | +15.0% |
| 3M | -30.5% | -12.4% | -18.0% | -11.8% |
| 6M | +300.9% | -15.0% | +315.8% | +413.8% |
| YTD | +219.9% | +34.3% | +185.6% | +151.5% |
| 1Y | +374.7% | +87.4% | +287.3% | +279.2% |
| All | +374.7% | +93.3% | +281.4% | +279.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling