+87.2%
XBI vs DOCU
+80.0%
+7.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -1.3% |
| 7D | +0.9% | +6.9% | -6.0% | -0.9% |
| 30D | +7.1% | +19.0% | -11.9% | +2.0% |
| 3M | +22.9% | +34.3% | -11.4% | +12.6% |
| 6M | +29.7% | +48.0% | -18.3% | +14.6% |
| YTD | +34.5% | 0.0% | +34.5% | +31.1% |
| 1Y | +76.1% | -10.3% | +86.3% | +75.3% |
| 3Y | +103.2% | +32.4% | +70.8% | +71.1% |
| 5Y | +22.8% | -77.9% | +100.8% | +49.5% |
| All | +87.2% | +80.0% | +7.2% | +23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling