+44.1%
IBB vs AEIS
+85.4%
-41.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | -3.9% | +6.5% | -10.3% | -4.4% |
| 30D | +2.7% | -9.2% | +11.9% | +3.3% |
| 3M | +21.4% | -8.3% | +29.7% | +20.4% |
| 6M | +20.1% | -6.3% | +26.4% | +17.5% |
| YTD | +21.9% | +36.5% | -14.6% | +13.0% |
| 1Y | +44.1% | +84.8% | -40.6% | +24.4% |
| All | +44.1% | +85.4% | -41.3% | +24.4% |
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