+14.6%
XBI vs DOCS
-19.3%
+33.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.4% |
| 7D | -1.8% | -4.2% | +2.4% | -1.1% |
| 30D | +3.2% | +8.6% | -5.4% | +1.9% |
| 3M | -1.1% | +27.2% | -28.3% | -5.1% |
| 6M | +16.1% | +26.5% | -10.4% | +9.7% |
| YTD | +28.3% | -25.0% | +53.3% | +31.6% |
| 1Y | +37.7% | -37.0% | +74.7% | +45.3% |
| 3Y | +134.9% | +39.4% | +95.5% | +98.7% |
| 5Y | +24.5% | -56.7% | +81.2% | +17.7% |
| All | +14.6% | -19.3% | +33.9% | +8.3% |
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