+1,058.6%
AMD vs XBI
+950.0%
+108.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +5.0% |
| 7D | +2.6% | +0.9% | +1.7% | +1.9% |
| 30D | -0.9% | +7.1% | -8.0% | -6.4% |
| 3M | -8.7% | +22.9% | -31.6% | -22.0% |
| 6M | +136.3% | +29.7% | +106.6% | +93.7% |
| YTD | +123.0% | +34.5% | +88.5% | +78.4% |
| 1Y | +195.2% | +76.1% | +119.1% | +92.6% |
| 3Y | +336.3% | +103.2% | +233.2% | +148.7% |
| 5Y | +334.5% | +22.8% | +311.6% | +251.3% |
| 10Y | +6,259.1% | +176.3% | +6,082.8% | +2,577.9% |
| All | +1,058.6% | +950.0% | +108.6% | +5.5% |
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