+178.7%
XHB vs AEIS
+1,873.0%
-1,694.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.1% |
| 7D | -1.3% | +3.0% | -4.3% | -2.3% |
| 30D | -6.9% | -14.6% | +7.8% | -2.2% |
| 3M | -1.3% | -12.4% | +11.2% | +0.1% |
| 6M | -6.8% | -15.0% | +8.2% | -5.8% |
| YTD | +0.7% | +34.3% | -33.6% | -14.5% |
| 1Y | -11.2% | +87.4% | -98.6% | -34.2% |
| 3Y | +25.3% | +139.8% | -114.4% | -18.6% |
| 5Y | +37.3% | +220.7% | -183.4% | -21.2% |
| 10Y | +211.5% | +531.6% | -320.1% | +21.7% |
| All | +178.7% | +1,873.0% | -1,694.3% | -49.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling