+100.2%
XBI vs ACI
-45.8%
+146.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.6% |
| 7D | -4.6% | -7.1% | +2.5% | -4.6% |
| 30D | -0.8% | -4.5% | +3.7% | -0.8% |
| 3M | +21.8% | -22.3% | +44.1% | +22.1% |
| 6M | +23.2% | -28.4% | +51.6% | +23.6% |
| YTD | +28.7% | -29.5% | +58.3% | +29.3% |
| 1Y | +67.8% | -34.2% | +102.0% | +69.8% |
| All | +100.2% | -45.8% | +146.0% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling