+67.8%
XBI vs BAM
-12.8%
+80.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.4% |
| 7D | -4.6% | -6.1% | +1.5% | -3.4% |
| 30D | -0.8% | -13.8% | +13.0% | +2.1% |
| 3M | +21.8% | +4.4% | +17.5% | +20.1% |
| 6M | +23.2% | +6.4% | +16.8% | +20.5% |
| YTD | +28.7% | -7.1% | +35.8% | +27.3% |
| 1Y | +67.8% | -11.8% | +79.6% | +68.2% |
| All | +67.8% | -12.8% | +80.6% | +68.2% |
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