+390.4%
DDOG vs IBB
+107.4%
+283.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | +0.2% |
| 7D | +2.9% | -0.5% | +3.4% | +3.3% |
| 30D | -31.6% | +4.6% | -36.2% | -34.7% |
| 3M | -27.0% | +6.8% | -33.8% | -32.6% |
| 6M | -10.3% | +23.1% | -33.4% | -28.8% |
| YTD | +35.4% | +26.0% | +9.4% | +3.7% |
| 1Y | -1.0% | +30.4% | -31.3% | -27.0% |
| 3Y | +76.7% | +85.4% | -8.8% | -15.5% |
| 5Y | -4.6% | +39.7% | -44.3% | -35.6% |
| All | +390.4% | +107.4% | +283.0% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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