+79.3%
XBI vs DOCU
+104.6%
-25.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | +3.2% | -4.8% | +8.0% | +4.5% |
| 30D | +2.0% | +9.4% | -7.3% | -0.3% |
| 3M | -0.3% | +29.0% | -29.3% | -7.3% |
| 6M | +16.6% | +62.3% | -45.7% | +0.9% |
| YTD | +28.8% | +13.7% | +15.1% | +21.1% |
| 1Y | +44.6% | +11.5% | +33.1% | +36.3% |
| 3Y | +137.1% | +94.2% | +42.9% | +78.9% |
| 5Y | +22.8% | -71.7% | +94.5% | +39.9% |
| All | +79.3% | +104.6% | -25.3% | +14.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling