+125.0%
XBI vs AMC
-98.8%
+223.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -0.9% | -3.2% |
| 7D | +1.9% | +8.4% | -6.6% | +1.6% |
| 30D | +3.0% | +9.2% | -6.2% | +2.6% |
| 3M | -5.1% | +32.0% | -37.2% | -6.3% |
| 6M | +12.2% | +149.3% | -137.1% | +7.3% |
| YTD | +24.1% | +114.1% | -90.0% | +19.0% |
| 1Y | +33.1% | +35.8% | -2.7% | +29.8% |
| 3Y | +127.3% | -58.3% | +185.6% | +126.5% |
| 5Y | +20.2% | -99.2% | +119.4% | +30.4% |
| All | +125.0% | -98.8% | +223.8% | +133.1% |
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