+139.4%
XBI vs DOC
+23.6%
+115.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -1.8% | +1.0% | -2.8% | -2.1% |
| 30D | +3.2% | +8.1% | -4.9% | +0.3% |
| 3M | -1.1% | +0.9% | -2.0% | -1.6% |
| 6M | +16.1% | +6.3% | +9.8% | +13.0% |
| YTD | +28.3% | +33.8% | -5.5% | +14.0% |
| 1Y | +37.7% | +21.6% | +16.0% | +26.5% |
| 3Y | +134.9% | +53.4% | +81.6% | +97.3% |
| 5Y | +24.5% | -21.0% | +45.5% | +29.4% |
| 10Y | +139.4% | +22.5% | +116.9% | +117.1% |
| All | +139.4% | +23.6% | +115.8% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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