+274.9%
XBI vs AMC
-97.6%
+372.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | -0.3% |
| 7D | -1.1% | +3.5% | -4.6% | -1.2% |
| 30D | +2.6% | +12.5% | -9.9% | +2.0% |
| 3M | -4.0% | +23.6% | -27.6% | -5.0% |
| 6M | +10.9% | +144.4% | -133.4% | +5.6% |
| YTD | +23.6% | +108.3% | -84.7% | +18.0% |
| 1Y | +35.1% | +38.9% | -3.8% | +31.3% |
| 3Y | +125.2% | -58.9% | +184.0% | +124.6% |
| 5Y | +19.7% | -99.2% | +118.9% | +32.0% |
| 10Y | +130.6% | -98.8% | +229.4% | +176.2% |
| All | +274.9% | -97.6% | +372.6% | +254.4% |
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 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