+8.9%
XBI vs ACHR
-45.8%
+54.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.7% | +4.1% | -0.8% |
| 7D | -3.6% | -2.7% | -1.0% | -3.3% |
| 30D | +0.9% | -12.1% | +13.0% | +2.4% |
| 3M | +21.4% | +3.4% | +18.0% | +19.3% |
| 6M | +25.5% | -15.6% | +41.1% | +26.5% |
| YTD | +30.8% | -26.9% | +57.7% | +34.0% |
| 1Y | +68.6% | -34.8% | +103.3% | +73.2% |
| 3Y | +103.9% | -19.2% | +123.2% | +83.3% |
| 5Y | +20.8% | -43.8% | +64.5% | -3.3% |
| All | +8.9% | -45.8% | +54.7% | -12.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling