+19.9%
XBI vs ACHR
-42.8%
+62.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.5% |
| 3M | +17.8% | +5.3% | +12.5% | +15.4% |
| 6M | +23.7% | -13.2% | +36.9% | +24.2% |
| YTD | +28.2% | -25.8% | +54.0% | +31.0% |
| 1Y | +64.0% | -34.3% | +98.2% | +68.3% |
| 3Y | +99.4% | -19.9% | +119.3% | +79.5% |
| All | +19.9% | -42.8% | +62.7% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling