+76.1%
XBI vs DOCU
-9.0%
+85.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.4% |
| 7D | +0.9% | +6.9% | -6.0% | +0.8% |
| 30D | +7.1% | +19.0% | -11.9% | +6.7% |
| 3M | +22.9% | +34.3% | -11.4% | +22.1% |
| 6M | +29.7% | +48.0% | -18.3% | +27.8% |
| YTD | +34.5% | 0.0% | +34.5% | +39.0% |
| 1Y | +76.1% | -10.3% | +86.3% | +82.9% |
| All | +76.1% | -9.0% | +85.1% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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