+107.2%
XBI vs AMBA
+5.1%
+102.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.1% | -1.3% |
| 7D | -0.9% | -6.4% | +5.5% | +0.1% |
| 30D | +2.9% | -26.8% | +29.7% | +7.7% |
| 3M | +26.2% | -7.6% | +33.8% | +25.1% |
| 6M | +30.7% | +21.2% | +9.5% | +20.6% |
| YTD | +32.9% | -10.4% | +43.3% | +28.7% |
| 1Y | +72.3% | -24.4% | +96.7% | +70.3% |
| 3Y | +107.2% | +6.0% | +101.2% | +66.3% |
| All | +107.2% | +5.1% | +102.1% | +66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling