+910.3%
XBI vs AON
+1,051.1%
-140.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -2.1% |
| 7D | -4.6% | -5.9% | +1.3% | -1.9% |
| 30D | -0.8% | -13.7% | +12.9% | +5.6% |
| 3M | +21.8% | -8.3% | +30.1% | +25.3% |
| 6M | +23.2% | -3.6% | +26.8% | +23.0% |
| YTD | +28.7% | -12.4% | +41.1% | +33.5% |
| 1Y | +67.8% | -14.6% | +82.4% | +75.7% |
| 3Y | +100.6% | -5.7% | +106.4% | +95.7% |
| 5Y | +19.8% | +9.1% | +10.7% | +7.1% |
| 10Y | +159.7% | +208.7% | -49.0% | +28.6% |
| All | +910.3% | +1,051.1% | -140.9% | +169.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling