+127.0%
IBB vs AEIS
+545.5%
-418.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.6% |
| 7D | -3.9% | +6.5% | -10.3% | -5.4% |
| 30D | +2.7% | -9.2% | +11.9% | +4.6% |
| 3M | +21.4% | -8.3% | +29.7% | +20.8% |
| 6M | +20.1% | -6.3% | +26.4% | +17.3% |
| YTD | +21.9% | +36.5% | -14.6% | +6.6% |
| 1Y | +44.1% | +84.8% | -40.6% | +14.9% |
| 3Y | +63.4% | +176.6% | -113.2% | +12.1% |
| 5Y | +19.8% | +237.1% | -217.3% | -24.4% |
| 10Y | +127.0% | +554.7% | -427.7% | +4.6% |
| All | +127.0% | +545.5% | -418.5% | +4.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling