+23.2%
XBI vs ACWI
+67.7%
-44.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.6% |
| 7D | -0.9% | +1.1% | -2.0% | -2.2% |
| 30D | +2.9% | -0.2% | +3.1% | +3.1% |
| 3M | +26.2% | +4.7% | +21.5% | +19.0% |
| 6M | +30.7% | +14.5% | +16.2% | +10.2% |
| YTD | +32.9% | +14.6% | +18.3% | +11.7% |
| 1Y | +72.3% | +21.4% | +50.8% | +34.4% |
| 3Y | +107.2% | +77.6% | +29.6% | -2.0% |
| 5Y | +23.2% | +68.1% | -44.9% | -34.8% |
| All | +23.2% | +67.7% | -44.5% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling