-0.8%
XHB vs AEIS
+4.7%
-5.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.0% | +4.7% | +1.2% |
| 7D | -0.2% | +11.5% | -11.7% | -1.6% |
| 30D | +9.9% | -15.8% | +25.7% | +11.7% |
| 3M | -6.3% | -33.3% | +27.0% | -1.3% |
| 6M | +3.8% | -35.2% | +39.0% | +8.2% |
| YTD | +0.1% | +5.0% | -4.9% | -5.9% |
| 1Y | -0.8% | +8.5% | -9.3% | -7.7% |
| All | -0.8% | +4.7% | -5.5% | -7.7% |
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