+955.3%
XBI vs AMT
+698.3%
+257.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | +0.1% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | +7.1% | +4.6% | +2.4% | +5.0% |
| 3M | +22.9% | -8.4% | +31.3% | +26.4% |
| 6M | +29.7% | -6.0% | +35.7% | +31.6% |
| YTD | +34.5% | +2.1% | +32.4% | +31.1% |
| 1Y | +76.1% | -6.4% | +82.4% | +77.6% |
| 3Y | +103.2% | +8.1% | +95.1% | +86.6% |
| 5Y | +22.8% | -31.9% | +54.8% | +36.3% |
| 10Y | +176.3% | +97.1% | +79.2% | +84.3% |
| All | +955.3% | +698.3% | +257.1% | +265.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling