+47.9%
XBI vs BAM
+4.2%
+43.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.2% | -3.5% | +1.4% |
| 7D | +1.0% | +14.2% | -13.2% | -1.7% |
| 30D | +1.9% | +21.0% | -19.1% | -2.1% |
| 3M | +4.8% | +5.2% | -0.4% | +3.3% |
| 6M | +19.3% | +16.0% | +3.3% | +15.1% |
| YTD | +30.6% | +6.5% | +24.1% | +23.9% |
| 1Y | +47.9% | +4.4% | +43.5% | +40.9% |
| All | +47.9% | +4.2% | +43.6% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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