+139.4%
XBI vs AMC
-98.7%
+238.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.9% |
| 7D | -1.8% | -2.8% | +1.1% | -1.6% |
| 30D | +3.2% | +14.0% | -10.8% | +2.7% |
| 3M | -1.1% | +42.5% | -43.6% | -2.6% |
| 6M | +16.1% | +142.6% | -126.4% | +11.1% |
| YTD | +28.3% | +119.2% | -90.9% | +22.9% |
| 1Y | +37.7% | +40.7% | -3.1% | +34.1% |
| 3Y | +134.9% | -57.3% | +192.3% | +134.0% |
| 5Y | +24.5% | -99.1% | +123.7% | +34.9% |
| 10Y | +139.4% | -98.7% | +238.1% | +148.4% |
| All | +139.4% | -98.7% | +238.1% | +148.4% |
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