+127.0%
IBB vs AEE
+186.8%
-59.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.8% |
| 7D | -3.9% | +1.1% | -4.9% | -4.2% |
| 30D | +2.7% | 0.0% | +2.7% | +2.7% |
| 3M | +21.4% | -0.9% | +22.3% | +21.5% |
| 6M | +20.1% | -2.4% | +22.5% | +20.5% |
| YTD | +21.9% | +8.6% | +13.2% | +18.4% |
| 1Y | +44.1% | +10.2% | +34.0% | +39.4% |
| 3Y | +63.4% | +47.8% | +15.5% | +43.6% |
| 5Y | +19.8% | +40.1% | -20.3% | +6.2% |
| 10Y | +127.0% | +195.0% | -68.0% | +82.8% |
| All | +127.0% | +186.8% | -59.8% | +82.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling