+67.5%
XBI vs AMIX
-100.0%
+167.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -8.4% | +5.2% | -3.2% |
| 7D | +1.9% | -10.9% | +12.7% | +2.0% |
| 30D | +3.0% | -55.0% | +58.0% | +3.6% |
| 3M | -5.1% | -82.0% | +76.9% | -3.9% |
| 6M | +12.2% | -80.4% | +92.6% | +11.1% |
| YTD | +24.1% | -88.3% | +112.4% | +23.5% |
| 1Y | +33.1% | -92.4% | +125.5% | +32.8% |
| All | +67.5% | -100.0% | +167.5% | +66.6% |
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