+17.4%
XBI vs DOCS
-51.8%
+69.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +2.9% |
| 7D | -2.4% | -0.8% | -1.7% | -2.3% |
| 30D | +1.3% | +17.4% | -16.1% | -1.5% |
| 3M | -1.5% | +57.4% | -58.8% | -10.3% |
| 6M | +10.7% | +26.5% | -15.9% | +3.7% |
| YTD | +25.0% | -26.6% | +51.5% | +29.3% |
| 1Y | +39.9% | -48.1% | +87.9% | +54.8% |
| 3Y | +119.2% | +52.6% | +66.6% | +71.1% |
| All | +17.4% | -51.8% | +69.2% | +13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling