+71.8%
XBI vs AMIX
-99.9%
+171.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.8% | -10.0% | -1.2% |
| 7D | +0.1% | +11.4% | -11.4% | 0.0% |
| 30D | +0.8% | -40.5% | +41.4% | +1.2% |
| 3M | -1.9% | -80.1% | +78.2% | -0.7% |
| 6M | +15.2% | -74.8% | +90.0% | +13.9% |
| YTD | +27.3% | -84.0% | +111.3% | +26.4% |
| 1Y | +41.5% | -89.7% | +131.2% | +40.8% |
| All | +71.8% | -99.9% | +171.8% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling