+459.9%
DDOG vs IBB
+102.4%
+357.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | +0.8% |
| 7D | -6.1% | -1.7% | -4.4% | -4.7% |
| 30D | -10.1% | +4.9% | -15.0% | -15.1% |
| 3M | -9.3% | +24.2% | -33.5% | -27.8% |
| 6M | +67.2% | +23.8% | +43.3% | +31.2% |
| YTD | +54.6% | +23.0% | +31.6% | +21.8% |
| 1Y | +54.1% | +46.2% | +7.9% | +1.0% |
| 3Y | +115.3% | +64.8% | +50.4% | +18.5% |
| 5Y | +50.6% | +20.9% | +29.7% | +16.7% |
| All | +459.9% | +102.4% | +357.5% | +145.5% |
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