+93.1%
ACN vs XHB
+215.4%
-122.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +2.6% |
| 7D | -1.5% | -4.6% | +3.1% | +0.9% |
| 30D | +2.1% | -9.1% | +11.2% | +7.1% |
| 3M | +11.1% | -8.6% | +19.7% | +15.1% |
| 6M | -6.8% | -4.0% | -2.8% | -7.0% |
| YTD | -30.0% | -3.9% | -26.1% | -30.4% |
| 1Y | -23.1% | -16.5% | -6.7% | -17.7% |
| 3Y | -40.4% | +22.6% | -63.0% | -51.1% |
| 5Y | -41.6% | +33.9% | -75.5% | -55.4% |
| All | +93.1% | +215.4% | -122.3% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling