+869.9%
XBI vs AMT
+779.3%
+90.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.8% |
| 7D | -1.1% | +1.5% | -2.6% | -1.7% |
| 30D | +2.6% | +6.8% | -4.2% | -0.4% |
| 3M | -4.0% | +11.2% | -15.2% | -8.5% |
| 6M | +10.9% | +12.5% | -1.5% | +4.4% |
| YTD | +23.6% | +12.5% | +11.1% | +15.4% |
| 1Y | +35.1% | +10.1% | +25.0% | +27.2% |
| 3Y | +125.2% | +16.0% | +109.2% | +101.0% |
| 5Y | +19.7% | -17.2% | +36.9% | +22.1% |
| 10Y | +130.6% | +135.2% | -4.7% | +43.0% |
| All | +869.9% | +779.3% | +90.6% | +221.6% |
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