+98.4%
XBI vs BAM
+78.0%
+20.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.6% |
| 7D | +0.9% | -2.0% | +2.9% | +1.5% |
| 30D | +7.1% | -2.9% | +10.0% | +8.0% |
| 3M | +22.9% | +9.4% | +13.5% | +18.4% |
| 6M | +29.7% | +10.8% | +19.0% | +24.1% |
| YTD | +34.5% | -0.4% | +34.9% | +32.8% |
| 1Y | +76.1% | -10.9% | +86.9% | +80.8% |
| 3Y | +103.2% | +61.3% | +41.9% | +62.6% |
| All | +98.4% | +78.0% | +20.4% | +53.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling