+76.1%
XBI vs AMDL
+384.9%
-308.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.2% | -9.5% | -0.9% |
| 7D | +0.9% | +4.5% | -3.7% | +0.6% |
| 30D | +7.1% | -4.4% | +11.5% | +7.1% |
| 3M | +22.9% | -30.5% | +53.4% | +23.4% |
| 6M | +29.7% | +300.9% | -271.2% | +15.4% |
| YTD | +34.5% | +219.9% | -185.5% | +20.2% |
| 1Y | +76.1% | +374.7% | -298.7% | +61.4% |
| All | +76.1% | +384.9% | -308.8% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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