+76.1%
XBI vs ACN
-24.8%
+100.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | -0.3% |
| 7D | +0.9% | -1.5% | +2.4% | +0.9% |
| 30D | +7.1% | +9.4% | -2.3% | +6.8% |
| 3M | +22.9% | +5.6% | +17.2% | +23.7% |
| 6M | +29.7% | -9.3% | +39.0% | +33.1% |
| YTD | +34.5% | -29.0% | +63.5% | +43.4% |
| 1Y | +76.1% | -24.7% | +100.7% | +86.9% |
| All | +76.1% | -24.8% | +100.8% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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