+37.7%
XBI vs AMC
+39.6%
-1.9%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +2.5% |
| 3M | -1.1% | +42.5% | -43.6% | -2.9% |
| 6M | +16.1% | +142.6% | -126.4% | +6.1% |
| YTD | +28.3% | +119.2% | -90.9% | +18.5% |
| 1Y | +37.7% | +40.7% | -3.1% | +38.5% |
| All | +37.7% | +39.6% | -1.9% | +38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling