+53.9%
DOCN vs IBB
+36.9%
+17.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.6% | +2.3% |
| 7D | -12.1% | +0.8% | -12.9% | -12.0% |
| 30D | -41.0% | +5.2% | -46.2% | -42.1% |
| 3M | -38.7% | +8.6% | -47.3% | -41.2% |
| 6M | -51.5% | +27.8% | -79.3% | -58.4% |
| YTD | +65.3% | +28.8% | +36.5% | +40.2% |
| 1Y | +53.9% | +36.4% | +17.5% | +29.9% |
| All | +53.9% | +36.9% | +17.0% | +29.9% |
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 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