+17.4%
XBI vs DOCU
-71.0%
+88.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.2% | +3.0% |
| 7D | -2.4% | -5.5% | +3.1% | -1.1% |
| 30D | +1.3% | +12.6% | -11.3% | -1.7% |
| 3M | -1.5% | +36.4% | -37.9% | -9.4% |
| 6M | +10.7% | +66.8% | -56.1% | -4.5% |
| YTD | +25.0% | +13.5% | +11.5% | +18.2% |
| 1Y | +39.9% | +11.3% | +28.6% | +32.6% |
| 3Y | +119.2% | +92.1% | +27.1% | +64.1% |
| All | +17.4% | -71.0% | +88.4% | +20.1% |
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