+42.0%
IBB vs AEIS
+6.2%
+35.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -11.1% | +13.8% | +3.3% |
| 7D | +2.2% | -12.7% | +14.9% | +2.9% |
| 30D | +6.3% | -28.8% | +35.2% | +8.3% |
| 3M | +16.3% | -38.0% | +54.3% | +19.4% |
| 6M | +30.0% | -45.3% | +75.3% | +34.3% |
| YTD | +31.1% | +1.1% | +30.0% | +24.9% |
| 1Y | +42.0% | +8.6% | +33.3% | +33.9% |
| All | +42.0% | +6.2% | +35.7% | +33.9% |
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