+125.0%
XBI vs AMBA
+0.6%
+124.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.7% |
| 7D | +1.9% | +10.7% | -8.8% | -0.5% |
| 30D | +3.0% | -5.0% | +8.0% | +4.1% |
| 3M | -5.1% | -26.9% | +21.8% | +1.3% |
| 6M | +12.2% | -21.9% | +34.1% | +13.0% |
| YTD | +24.1% | -13.8% | +37.9% | +20.0% |
| 1Y | +33.1% | -36.1% | +69.1% | +37.7% |
| 3Y | +127.3% | +21.6% | +105.6% | +83.5% |
| 5Y | +20.2% | -68.8% | +89.0% | +27.2% |
| All | +125.0% | +0.6% | +124.4% | +46.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling