+1,241.3%
AMD vs XBI
+901.9%
+339.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.7% |
| 7D | +13.1% | -1.8% | +14.9% | +15.9% |
| 30D | -7.0% | +3.2% | -10.2% | -8.0% |
| 3M | +16.6% | -1.1% | +17.7% | +17.8% |
| 6M | +20.5% | +16.1% | +4.4% | +8.2% |
| YTD | +158.2% | +28.3% | +129.8% | +115.5% |
| 1Y | +132.8% | +37.7% | +95.1% | +84.2% |
| 3Y | +366.2% | +134.9% | +231.3% | +141.6% |
| 5Y | +278.7% | +24.5% | +254.1% | +205.6% |
| 10Y | +8,164.6% | +139.4% | +8,025.2% | +3,872.1% |
| All | +1,241.3% | +901.9% | +339.4% | +27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling