+37.7%
XBI vs ACGL
+21.3%
+16.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.8% | -1.4% | -0.4% | -1.9% |
| 30D | +3.2% | +12.4% | -9.1% | +4.2% |
| 3M | -1.1% | +11.1% | -12.2% | -0.1% |
| 6M | +16.1% | +16.3% | -0.2% | +17.0% |
| YTD | +28.3% | +13.8% | +14.5% | +27.9% |
| 1Y | +37.7% | +20.4% | +17.3% | +37.0% |
| All | +37.7% | +21.3% | +16.4% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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