+124.4%
AMDL vs AEIS
-2.1%
+126.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +11.3% | +15.5% | +11.1% |
| 7D | +10.3% | +1.0% | +9.3% | +13.3% |
| 30D | -38.3% | -24.0% | -14.2% | -4.3% |
| 3M | -8.7% | -32.5% | +23.8% | +61.8% |
| 6M | -14.4% | -38.6% | +24.2% | +83.3% |
| YTD | +206.9% | +4.8% | +202.1% | +200.5% |
| All | +124.4% | -2.1% | +126.5% | +139.7% |
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