+926.8%
XBI vs AIG
-90.4%
+1,017.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.6% |
| 7D | -3.6% | -1.4% | -2.2% | -3.4% |
| 30D | +0.9% | -3.3% | +4.2% | +1.3% |
| 3M | +21.4% | +2.2% | +19.3% | +21.0% |
| 6M | +25.5% | -2.1% | +27.6% | +25.7% |
| YTD | +30.8% | -11.2% | +42.0% | +32.6% |
| 1Y | +68.6% | -2.1% | +70.7% | +68.3% |
| 3Y | +103.9% | +34.4% | +69.6% | +94.2% |
| 5Y | +20.8% | +53.7% | -33.0% | +12.4% |
| 10Y | +164.0% | +64.4% | +99.6% | +135.7% |
| All | +926.8% | -90.4% | +1,017.2% | +1,140.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling