+125.1%
DDOG vs IBB
+78.6%
+46.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.8% |
| 7D | -23.9% | -1.8% | -22.1% | -23.3% |
| 30D | -34.0% | +5.1% | -39.1% | -35.4% |
| 3M | -21.9% | +10.7% | -32.6% | -25.8% |
| 6M | +24.6% | +22.9% | +1.7% | +11.9% |
| YTD | +31.7% | +26.7% | +5.0% | +15.8% |
| 1Y | -6.2% | +35.1% | -41.3% | -20.8% |
| 3Y | +125.1% | +80.2% | +44.9% | +51.0% |
| All | +125.1% | +78.6% | +46.4% | +51.0% |
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