+150.7%
XBI vs AMC
-99.0%
+249.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | -1.4% |
| 7D | -4.6% | -7.1% | +2.5% | -4.3% |
| 30D | -0.8% | -1.7% | +0.9% | -0.8% |
| 3M | +21.8% | +13.5% | +8.4% | +20.5% |
| 6M | +23.2% | +112.6% | -89.4% | +18.4% |
| YTD | +28.7% | +51.3% | -22.5% | +25.2% |
| 1Y | +67.8% | -14.5% | +82.3% | +66.7% |
| 3Y | +100.6% | -67.1% | +167.8% | +101.6% |
| 5Y | +19.8% | -99.5% | +119.3% | +32.5% |
| All | +150.7% | -99.0% | +249.7% | +167.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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