+943.2%
XBI vs ACN
+721.3%
+221.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.0% | +0.8% |
| 7D | -0.9% | -4.8% | +3.9% | +1.4% |
| 30D | +2.9% | +1.9% | +1.0% | +1.7% |
| 3M | +26.2% | +3.9% | +22.3% | +20.3% |
| 6M | +30.7% | -15.0% | +45.7% | +36.1% |
| YTD | +32.9% | -31.9% | +64.8% | +53.2% |
| 1Y | +72.3% | -28.5% | +100.8% | +92.0% |
| 3Y | +107.2% | -41.9% | +149.1% | +151.1% |
| 5Y | +23.2% | -42.9% | +66.0% | +48.6% |
| 10Y | +158.5% | +88.7% | +69.8% | +59.9% |
| All | +943.2% | +721.3% | +221.9% | +195.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling