+93.0%
XBI vs BAM
+67.8%
+25.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -0.8% |
| 7D | -3.6% | -3.9% | +0.3% | -2.3% |
| 30D | +0.9% | -8.8% | +9.7% | +3.9% |
| 3M | +21.4% | +2.2% | +19.2% | +19.8% |
| 6M | +25.5% | +5.9% | +19.6% | +22.0% |
| YTD | +30.8% | -6.1% | +37.0% | +31.8% |
| 1Y | +68.6% | -11.6% | +80.2% | +73.2% |
| 3Y | +103.9% | +51.7% | +52.2% | +66.6% |
| All | +93.0% | +67.8% | +25.2% | +52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling