+8,732.2%
AMD vs XBI
+158.9%
+8,573.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.6% | +4.2% |
| 7D | +14.0% | -3.6% | +17.6% | +17.1% |
| 30D | +11.0% | +0.9% | +10.1% | +9.5% |
| 3M | +9.6% | +21.4% | -11.8% | -5.8% |
| 6M | +157.1% | +25.5% | +131.6% | +115.5% |
| YTD | +143.3% | +30.8% | +112.5% | +98.4% |
| 1Y | +234.4% | +68.6% | +165.9% | +125.5% |
| 3Y | +391.2% | +103.9% | +287.3% | +178.8% |
| 5Y | +390.9% | +20.8% | +370.1% | +304.4% |
| 10Y | +8,732.2% | +164.0% | +8,568.2% | +4,321.3% |
| All | +8,732.2% | +158.9% | +8,573.3% | +4,321.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 10y: compounded portfolio wealth divided by compounded XBI 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…
10y analysis · Full analysis span regression · 6 months rolling