+101.7%
DOCU vs XHB
+177.4%
-75.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +1.1% |
| 7D | +1.6% | -2.4% | +4.0% | +3.0% |
| 30D | +10.8% | +7.1% | +3.8% | +5.5% |
| 3M | +38.0% | -6.0% | +43.9% | +42.3% |
| 6M | +77.4% | +2.1% | +75.3% | +71.5% |
| YTD | +17.2% | -0.6% | +17.8% | +12.5% |
| 1Y | +15.6% | -3.3% | +18.9% | +12.9% |
| 3Y | +95.6% | +34.1% | +61.5% | +44.4% |
| 5Y | -69.7% | +28.6% | -98.3% | -77.4% |
| All | +101.7% | +177.4% | -75.7% | +8.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling