+250.2%
DOCN vs XHB
-9.3%
+259.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.5% |
| 7D | +1.1% | -1.3% | +2.4% | +1.5% |
| 30D | -9.6% | -6.9% | -2.8% | -7.7% |
| 3M | -37.7% | -1.3% | -36.4% | -38.2% |
| 6M | +115.2% | -6.8% | +122.0% | +115.1% |
| YTD | +133.7% | +0.7% | +133.0% | +126.6% |
| 1Y | +250.2% | -11.2% | +261.4% | +269.2% |
| All | +250.2% | -9.3% | +259.4% | +269.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling