+109.6%
XBI vs ACGL
+32.6%
+77.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.2% |
| 7D | +0.9% | -0.7% | +1.6% | +1.0% |
| 30D | +7.1% | -1.0% | +8.1% | +7.1% |
| 3M | +22.9% | +11.0% | +11.8% | +21.1% |
| 6M | +29.7% | -0.3% | +30.0% | +29.5% |
| YTD | +34.5% | +2.3% | +32.2% | +33.6% |
| 1Y | +76.1% | +6.4% | +69.7% | +73.8% |
| All | +109.6% | +32.6% | +77.0% | +104.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling