+19.9%
XBI vs AIG
+53.2%
-33.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -4.6% | -1.2% | -3.5% | -4.3% |
| 30D | -2.0% | -1.1% | -0.9% | -1.7% |
| 3M | +17.8% | +0.7% | +17.1% | +17.2% |
| 6M | +23.7% | -2.2% | +25.9% | +24.0% |
| YTD | +28.2% | -10.8% | +39.1% | +32.2% |
| 1Y | +64.0% | -2.0% | +66.0% | +62.6% |
| 3Y | +99.4% | +34.8% | +64.6% | +71.8% |
| All | +19.9% | +53.2% | -33.2% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 5y: compounded portfolio wealth divided by compounded AIG 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…
5y analysis · Full analysis span regression · 6 months rolling