+250.2%
DOCN vs IBB
+51.5%
+198.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.4% |
| 7D | +1.1% | +1.4% | -0.3% | +0.1% |
| 30D | -9.6% | +10.5% | -20.1% | -16.4% |
| 3M | -37.7% | +23.6% | -61.3% | -47.8% |
| 6M | +115.2% | +22.6% | +92.6% | +80.0% |
| YTD | +133.7% | +25.7% | +108.1% | +89.9% |
| 1Y | +250.2% | +51.4% | +198.8% | +114.6% |
| All | +250.2% | +51.5% | +198.7% | +114.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling