+19.9%
XBI vs AON
+6.4%
+13.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.1% |
| 7D | -4.6% | -6.3% | +1.7% | -2.7% |
| 30D | -2.0% | -14.1% | +12.1% | +2.5% |
| 3M | +17.8% | -9.5% | +27.3% | +20.4% |
| 6M | +23.7% | -4.0% | +27.7% | +23.2% |
| YTD | +28.2% | -13.8% | +42.0% | +32.6% |
| 1Y | +64.0% | -18.3% | +82.3% | +73.3% |
| 3Y | +99.4% | -7.2% | +106.6% | +95.4% |
| All | +19.9% | +6.4% | +13.6% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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