+13.7%
XBI vs DOCS
-21.3%
+34.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.0% |
| 7D | +0.1% | -0.6% | +0.6% | +0.2% |
| 30D | +0.8% | +6.3% | -5.5% | -0.1% |
| 3M | -1.9% | +26.5% | -28.4% | -5.7% |
| 6M | +15.2% | +24.8% | -9.6% | +9.1% |
| YTD | +27.3% | -26.8% | +54.1% | +31.0% |
| 1Y | +41.5% | -38.3% | +79.7% | +49.8% |
| 3Y | +133.1% | +36.0% | +97.0% | +97.9% |
| 5Y | +23.7% | -55.0% | +78.6% | +17.0% |
| All | +13.7% | -21.3% | +34.9% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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