+810.8%
XBI vs ACWI
+340.5%
+470.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.2% |
| 7D | -1.1% | +2.4% | -3.5% | -3.4% |
| 30D | +2.6% | -1.7% | +4.2% | +4.5% |
| 3M | -4.0% | -3.9% | -0.1% | 0.0% |
| 6M | +10.9% | +0.8% | +10.1% | +10.2% |
| YTD | +23.6% | +11.0% | +12.6% | +11.9% |
| 1Y | +35.1% | +13.1% | +22.0% | +20.1% |
| 3Y | +125.2% | +73.9% | +51.3% | +32.9% |
| 5Y | +19.7% | +59.0% | -39.3% | -21.6% |
| 10Y | +130.6% | +224.4% | -93.8% | -17.7% |
| All | +810.8% | +340.5% | +470.3% | +151.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling