+250.7%
XHB vs DOC
+15.7%
+235.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.8% |
| 7D | +1.3% | +6.5% | -5.2% | -1.7% |
| 30D | +7.8% | +9.2% | -1.4% | +3.3% |
| 3M | -5.5% | -2.5% | -3.0% | -4.4% |
| 6M | -2.6% | +7.1% | -9.7% | -6.1% |
| YTD | +0.4% | +33.0% | -32.6% | -14.5% |
| 1Y | -1.0% | +23.3% | -24.3% | -12.3% |
| 3Y | +37.3% | +44.9% | -7.6% | +10.8% |
| 5Y | +33.7% | -21.6% | +55.3% | +45.0% |
| All | +250.7% | +15.7% | +235.0% | +216.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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