+35.1%
XBI vs DOC
+21.6%
+13.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | +2.6% | +7.7% | -5.2% | +1.2% |
| 3M | -4.0% | -2.0% | -2.0% | -3.6% |
| 6M | +10.9% | +5.9% | +5.1% | +9.7% |
| YTD | +23.6% | +31.8% | -8.2% | +18.1% |
| 1Y | +35.1% | +22.5% | +12.6% | +30.1% |
| All | +35.1% | +21.6% | +13.5% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling