+742.1%
ACN vs XHB
+173.9%
+568.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -3.7% |
| 7D | -1.5% | -1.3% | -0.2% | -1.0% |
| 30D | +9.4% | -6.9% | +16.2% | +12.5% |
| 3M | +5.6% | -1.3% | +6.9% | +5.3% |
| 6M | -9.3% | -6.8% | -2.5% | -8.1% |
| YTD | -29.0% | +0.7% | -29.7% | -30.5% |
| 1Y | -24.7% | -11.2% | -13.4% | -22.3% |
| 3Y | -39.8% | +25.3% | -65.2% | -47.9% |
| 5Y | -40.9% | +37.3% | -78.2% | -51.2% |
| 10Y | +91.1% | +211.5% | -120.4% | +11.1% |
| All | +742.1% | +173.9% | +568.2% | +278.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling