+76.1%
XBI vs AMBA
-20.7%
+96.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.3% |
| 7D | +0.9% | -11.0% | +11.8% | +1.6% |
| 30D | +7.1% | -23.2% | +30.2% | +8.6% |
| 3M | +22.9% | -12.7% | +35.6% | +22.8% |
| 6M | +29.7% | +11.2% | +18.5% | +24.2% |
| YTD | +34.5% | -11.2% | +45.7% | +29.8% |
| 1Y | +76.1% | -22.5% | +98.6% | +69.8% |
| All | +76.1% | -20.7% | +96.7% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 1y: compounded portfolio wealth divided by compounded AMBA 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…
1y analysis · Full analysis span regression · 6 months rolling