+20.1%
XBI vs DOCN
+88.7%
-68.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.0% | -4.9% | +1.4% |
| 7D | +3.2% | -12.8% | +16.0% | +5.8% |
| 30D | +2.0% | -41.9% | +44.0% | +12.9% |
| 3M | -0.3% | -36.9% | +36.6% | +7.2% |
| 6M | +16.6% | -52.2% | +68.8% | +30.8% |
| YTD | +28.8% | +62.7% | -33.9% | +4.4% |
| 1Y | +44.6% | +58.2% | -13.6% | +17.7% |
| 3Y | +137.1% | +219.5% | -82.4% | +50.2% |
| 5Y | +22.8% | -32.9% | +55.6% | -4.9% |
| All | +20.1% | +88.7% | -68.5% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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