+149.7%
XBI vs ACN
+97.5%
+52.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.8% | -1.9% |
| 7D | -4.6% | -1.5% | -3.1% | -4.1% |
| 30D | -2.0% | +2.1% | -4.1% | -3.2% |
| 3M | +17.8% | +11.1% | +6.7% | +9.5% |
| 6M | +23.7% | -6.8% | +30.6% | +24.1% |
| YTD | +28.2% | -30.0% | +58.3% | +47.5% |
| 1Y | +64.0% | -23.1% | +87.1% | +77.5% |
| 3Y | +99.4% | -40.4% | +139.8% | +141.3% |
| 5Y | +19.3% | -41.6% | +60.9% | +43.0% |
| All | +149.7% | +97.5% | +52.2% | +65.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling