+286.2%
XBI vs AMC
-97.5%
+383.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -2.9% | -1.3% |
| 7D | +0.1% | +5.5% | -5.4% | -0.2% |
| 30D | +0.8% | +16.1% | -15.3% | +0.2% |
| 3M | -1.9% | +43.0% | -44.9% | -3.5% |
| 6M | +15.2% | +130.7% | -115.4% | +9.9% |
| YTD | +27.3% | +121.8% | -94.5% | +21.2% |
| 1Y | +41.5% | +40.7% | +0.8% | +37.3% |
| 3Y | +133.1% | -56.8% | +189.9% | +131.9% |
| 5Y | +23.7% | -99.1% | +122.8% | +35.8% |
| 10Y | +139.0% | -98.7% | +237.7% | +181.6% |
| All | +286.2% | -97.5% | +383.7% | +264.0% |
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