+119.2%
XBI vs AMBA
+16.7%
+102.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.1% | -3.6% | +1.6% |
| 7D | -2.4% | -7.2% | +4.8% | -1.3% |
| 30D | +1.3% | -10.4% | +11.7% | +2.9% |
| 3M | -1.5% | -30.1% | +28.6% | +3.4% |
| 6M | +10.7% | -22.4% | +33.1% | +11.1% |
| YTD | +25.0% | -17.3% | +42.3% | +22.1% |
| 1Y | +39.9% | -35.4% | +75.3% | +42.7% |
| 3Y | +119.2% | +18.6% | +100.6% | +73.6% |
| All | +119.2% | +16.7% | +102.5% | +73.6% |
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