+926.8%
XBI vs AEM
+975.2%
-48.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -1.9% | -1.6% |
| 7D | -3.6% | +3.0% | -6.6% | -3.9% |
| 30D | +0.9% | +12.5% | -11.6% | -0.5% |
| 3M | +21.4% | +26.9% | -5.5% | +18.2% |
| 6M | +25.5% | -9.4% | +34.9% | +26.3% |
| YTD | +30.8% | +20.3% | +10.6% | +27.7% |
| 1Y | +68.6% | +33.8% | +34.8% | +62.4% |
| 3Y | +103.9% | +349.8% | -245.9% | +72.7% |
| 5Y | +20.8% | +301.0% | -280.3% | +2.4% |
| 10Y | +164.0% | +376.1% | -212.1% | +115.4% |
| All | +926.8% | +975.2% | -48.4% | +556.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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