-15.6%
XYL vs AEIS
+219.6%
-235.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | 0.0% |
| 7D | -1.2% | -0.2% | -1.0% | -1.2% |
| 30D | -13.2% | -16.4% | +3.2% | -9.5% |
| 3M | -0.2% | -11.1% | +11.0% | +0.2% |
| 6M | -12.5% | -12.0% | -0.5% | -13.2% |
| YTD | -20.9% | +30.9% | -51.8% | -31.3% |
| 1Y | -21.6% | +74.3% | -95.9% | -38.9% |
| 3Y | +16.1% | +165.2% | -149.0% | -26.2% |
| 5Y | -15.6% | +220.0% | -235.6% | -53.6% |
| All | -15.6% | +219.6% | -235.2% | -53.6% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling