+33.1%
XBI vs AMBA
-35.5%
+68.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -3.1% |
| 7D | +1.9% | +10.7% | -8.8% | +1.2% |
| 30D | +3.0% | -5.0% | +8.0% | +3.2% |
| 3M | -5.1% | -26.9% | +21.8% | -4.0% |
| 6M | +12.2% | -21.9% | +34.1% | +11.8% |
| YTD | +24.1% | -13.8% | +37.9% | +18.6% |
| 1Y | +33.1% | -36.1% | +69.1% | +28.4% |
| All | +33.1% | -35.5% | +68.6% | +28.4% |
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