+126.2%
XBI vs DOCN
+260.3%
-134.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.4% | -6.6% | -3.8% |
| 7D | +1.9% | +27.4% | -25.5% | -1.7% |
| 30D | +3.0% | -29.7% | +32.7% | +7.5% |
| 3M | -5.1% | -32.5% | +27.3% | -1.0% |
| 6M | +12.2% | -42.2% | +54.3% | +18.3% |
| YTD | +24.1% | +87.2% | -63.1% | +2.7% |
| 1Y | +33.1% | +86.2% | -53.1% | +10.1% |
| All | +126.2% | +260.3% | -134.1% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling