+926.8%
XBI vs AEIS
+1,905.5%
-978.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.3% |
| 7D | -3.6% | +6.5% | -10.1% | -5.4% |
| 30D | +0.9% | -9.2% | +10.0% | +3.1% |
| 3M | +21.4% | -8.3% | +29.8% | +21.2% |
| 6M | +25.5% | -6.3% | +31.8% | +22.8% |
| YTD | +30.8% | +36.5% | -5.7% | +13.2% |
| 1Y | +68.6% | +84.8% | -16.2% | +31.7% |
| 3Y | +103.9% | +176.6% | -72.7% | +36.3% |
| 5Y | +20.8% | +237.1% | -216.3% | -24.8% |
| 10Y | +164.0% | +554.7% | -390.7% | +25.4% |
| All | +926.8% | +1,905.5% | -978.7% | +193.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling