+376.3%
AMD vs XBI
+21.9%
+354.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +6.7% |
| 7D | +10.0% | -0.9% | +10.9% | +10.7% |
| 30D | +4.6% | +2.9% | +1.7% | +1.9% |
| 3M | +3.1% | +26.2% | -23.1% | -13.4% |
| 6M | +162.8% | +30.7% | +132.1% | +115.4% |
| YTD | +136.2% | +32.9% | +103.2% | +91.9% |
| 1Y | +234.0% | +72.3% | +161.8% | +126.1% |
| 3Y | +376.7% | +107.2% | +269.5% | +175.1% |
| 5Y | +376.3% | +23.2% | +353.2% | +304.3% |
| All | +376.3% | +21.9% | +354.4% | +304.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling