+47.9%
XBI vs AMBA
-25.6%
+73.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +2.8% |
| 7D | +1.0% | -8.1% | +9.1% | +1.4% |
| 30D | +1.9% | -10.8% | +12.6% | +2.4% |
| 3M | +4.8% | -25.9% | +30.7% | +6.0% |
| 6M | +19.3% | -13.9% | +33.2% | +17.9% |
| YTD | +30.6% | -14.0% | +44.6% | +25.2% |
| 1Y | +47.9% | -25.7% | +73.6% | +42.5% |
| All | +47.9% | -25.6% | +73.5% | +42.5% |
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