+99.4%
XBI vs ACHR
-19.6%
+119.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.7% |
| 7D | -4.6% | -2.3% | -2.4% | -4.4% |
| 30D | -2.0% | -11.3% | +9.3% | -0.6% |
| 3M | +17.8% | +5.3% | +12.5% | +15.7% |
| 6M | +23.7% | -13.2% | +36.9% | +24.2% |
| YTD | +28.2% | -25.8% | +54.0% | +30.8% |
| 1Y | +64.0% | -34.3% | +98.2% | +67.9% |
| 3Y | +99.4% | -19.9% | +119.3% | +76.3% |
| All | +99.4% | -19.6% | +119.0% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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