+5.1%
XHB vs AEIS
+6.2%
-1.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -11.1% | +16.6% | +6.6% |
| 7D | +9.7% | -12.7% | +22.4% | +11.2% |
| 30D | +11.7% | -28.8% | +40.5% | +16.4% |
| 3M | -1.4% | -38.0% | +36.6% | +4.8% |
| 6M | +6.8% | -45.3% | +52.1% | +14.3% |
| YTD | +5.5% | +1.1% | +4.3% | +2.5% |
| 1Y | +5.1% | +8.6% | -3.5% | +1.3% |
| All | +5.1% | +6.2% | -1.1% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling