+116.4%
DOCN vs XHB
+5.8%
+110.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +5.4% | -12.6% | -8.0% |
| 7D | -20.0% | +9.7% | -29.8% | -21.5% |
| 30D | -38.8% | +11.7% | -50.4% | -40.1% |
| 3M | -34.8% | -1.4% | -33.5% | -34.3% |
| 6M | -22.8% | +6.8% | -29.6% | -24.9% |
| YTD | +74.6% | +5.5% | +69.1% | +68.2% |
| 1Y | +116.4% | +5.1% | +111.3% | +108.0% |
| All | +116.4% | +5.8% | +110.6% | +108.0% |
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