+164.0%
XBI vs ACWI
+226.5%
-62.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.9% |
| 7D | -3.6% | 0.0% | -3.6% | -3.6% |
| 30D | +0.9% | -0.6% | +1.4% | +1.6% |
| 3M | +21.4% | +4.3% | +17.2% | +15.3% |
| 6M | +25.5% | +12.7% | +12.8% | +8.7% |
| YTD | +30.8% | +13.9% | +16.9% | +11.8% |
| 1Y | +68.6% | +20.5% | +48.1% | +34.6% |
| 3Y | +103.9% | +76.5% | +27.4% | +2.9% |
| 5Y | +20.8% | +67.5% | -46.8% | -34.0% |
| 10Y | +164.0% | +231.8% | -67.9% | -37.7% |
| All | +164.0% | +226.5% | -62.5% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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