+308.0%
XBI vs AMC
-98.1%
+406.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.7% | -0.5% |
| 7D | +0.9% | +2.3% | -1.4% | +0.8% |
| 30D | +7.1% | -0.7% | +7.8% | +7.0% |
| 3M | +22.9% | +35.2% | -12.3% | +20.4% |
| 6M | +29.7% | +124.6% | -94.9% | +23.8% |
| YTD | +34.5% | +69.9% | -35.4% | +29.7% |
| 1Y | +76.1% | -2.6% | +78.6% | +73.8% |
| 3Y | +103.2% | -79.8% | +183.0% | +107.5% |
| 5Y | +22.8% | -99.4% | +122.2% | +37.0% |
| 10Y | +176.3% | -98.9% | +275.2% | +217.9% |
| All | +308.0% | -98.1% | +406.0% | +289.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling