+68.6%
XBI vs ACGL
+5.7%
+62.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | -3.6% | -2.1% | -1.5% | -3.7% |
| 30D | +0.9% | -2.2% | +3.0% | +0.8% |
| 3M | +21.4% | +6.3% | +15.1% | +21.3% |
| 6M | +25.5% | +0.5% | +25.0% | +25.4% |
| YTD | +30.8% | +0.2% | +30.6% | +30.0% |
| 1Y | +68.6% | +7.3% | +61.3% | +67.7% |
| All | +68.6% | +5.7% | +62.8% | +67.7% |
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