+67.8%
XBI vs AMT
-7.4%
+75.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.6% |
| 7D | -4.6% | -2.7% | -1.9% | -4.6% |
| 30D | -0.8% | +2.0% | -2.8% | -0.8% |
| 3M | +21.8% | -9.3% | +31.1% | +22.8% |
| 6M | +23.2% | -5.2% | +28.4% | +23.6% |
| YTD | +28.7% | +0.5% | +28.3% | +28.9% |
| 1Y | +67.8% | -7.3% | +75.0% | +69.5% |
| All | +67.8% | -7.4% | +75.2% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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