+60.1%
DOCN vs IBB
+22.5%
+37.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +4.0% |
| 7D | +1.1% | +1.4% | -0.3% | -1.0% |
| 30D | -9.6% | +10.5% | -20.1% | -22.6% |
| 3M | -37.7% | +23.6% | -61.3% | -55.2% |
| 6M | +115.2% | +22.6% | +92.6% | +55.0% |
| YTD | +133.7% | +25.7% | +108.1% | +61.8% |
| 1Y | +250.2% | +51.4% | +198.8% | +81.8% |
| 3Y | +320.3% | +64.4% | +255.9% | +87.3% |
| All | +60.1% | +22.5% | +37.6% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling