+64.0%
XBI vs ACI
-32.3%
+96.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -0.2% |
| 7D | -4.6% | -3.7% | -0.9% | -4.9% |
| 30D | -2.0% | +0.6% | -2.6% | -1.9% |
| 3M | +17.8% | -20.3% | +38.1% | +16.1% |
| 6M | +23.7% | -24.7% | +48.4% | +21.2% |
| YTD | +28.2% | -27.2% | +55.5% | +26.0% |
| 1Y | +64.0% | -32.7% | +96.7% | +66.8% |
| All | +64.0% | -32.3% | +96.3% | +66.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling