+68.4%
IBB vs AEIS
+157.5%
-89.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.3% | -1.3% |
| 7D | +1.4% | +3.0% | -1.5% | +0.9% |
| 30D | +10.5% | -14.6% | +25.1% | +13.1% |
| 3M | +23.6% | -12.4% | +36.1% | +24.0% |
| 6M | +22.6% | -15.0% | +37.6% | +22.3% |
| YTD | +25.7% | +34.3% | -8.6% | +11.8% |
| 1Y | +51.4% | +87.4% | -36.0% | +22.4% |
| All | +68.4% | +157.5% | -89.1% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling