+125.2%
XBI vs DOCU
+98.0%
+27.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -1.1% | +4.1% | -5.1% | -1.5% |
| 30D | +2.6% | +7.4% | -4.8% | +1.7% |
| 3M | -4.0% | +26.0% | -30.0% | -6.8% |
| 6M | +10.9% | +79.2% | -68.3% | +2.1% |
| YTD | +23.6% | +18.1% | +5.5% | +21.2% |
| 1Y | +35.1% | +20.5% | +14.6% | +31.8% |
| 3Y | +125.2% | +96.4% | +28.8% | +99.4% |
| All | +125.2% | +98.0% | +27.1% | +99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling