+77.2%
XBI vs DOCU
+104.4%
-27.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +0.1% | -3.4% | +3.4% | +0.9% |
| 30D | +0.8% | +9.3% | -8.4% | -1.5% |
| 3M | -1.9% | +30.2% | -32.1% | -8.9% |
| 6M | +15.2% | +62.1% | -46.9% | -0.3% |
| YTD | +27.3% | +13.5% | +13.8% | +19.7% |
| 1Y | +41.5% | +11.5% | +30.0% | +33.4% |
| 3Y | +133.1% | +89.5% | +43.6% | +77.2% |
| 5Y | +23.7% | -69.6% | +93.3% | +38.3% |
| All | +77.2% | +104.4% | -27.2% | +12.9% |
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 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