+117.3%
DDOG vs IBB
+64.8%
+52.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | -10.1% | +1.4% | -11.6% | -10.8% |
| 30D | -24.8% | +10.5% | -35.3% | -28.7% |
| 3M | -12.6% | +23.6% | -36.2% | -21.9% |
| 6M | +79.9% | +22.6% | +57.3% | +60.2% |
| YTD | +56.6% | +25.7% | +30.9% | +37.3% |
| 1Y | +61.6% | +51.4% | +10.2% | +25.7% |
| All | +117.3% | +64.8% | +52.5% | +57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling