+43.1%
XBI vs DOCS
-39.1%
+82.2%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +3.0% |
| 7D | +3.2% | 0.0% | +3.2% | +3.2% |
| 30D | +2.0% | +7.8% | -5.7% | +1.9% |
| 3M | -0.3% | +20.0% | -20.3% | -0.6% |
| 6M | +16.6% | +26.5% | -9.9% | +15.8% |
| YTD | +28.8% | -25.8% | +54.6% | +33.7% |
| All | +43.1% | -39.1% | +82.2% | +52.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling