+42.7%
XBI vs ACI
+21.2%
+21.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -0.6% |
| 7D | -4.6% | -3.7% | -0.9% | -4.4% |
| 30D | -2.0% | +0.6% | -2.6% | -2.1% |
| 3M | +17.8% | -20.3% | +38.1% | +19.1% |
| 6M | +23.7% | -24.7% | +48.4% | +25.3% |
| YTD | +28.2% | -27.2% | +55.5% | +30.2% |
| 1Y | +64.0% | -32.7% | +96.7% | +67.5% |
| 3Y | +99.4% | -43.9% | +143.3% | +106.1% |
| 5Y | +19.3% | -38.9% | +58.2% | +21.5% |
| All | +42.7% | +21.2% | +21.5% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling