+23.5%
XBI vs DOCU
-78.0%
+101.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -1.2% |
| 7D | +0.9% | +6.9% | -6.0% | -0.8% |
| 30D | +7.1% | +19.0% | -11.9% | +2.1% |
| 3M | +22.9% | +34.3% | -11.4% | +12.9% |
| 6M | +29.7% | +48.0% | -18.3% | +15.0% |
| YTD | +34.5% | 0.0% | +34.5% | +31.6% |
| 1Y | +76.1% | -10.3% | +86.3% | +76.0% |
| 3Y | +103.2% | +32.4% | +70.8% | +70.1% |
| All | +23.5% | -78.0% | +101.5% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling