+164.6%
DOCN vs IBB
+41.1%
+123.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +4.0% |
| 7D | +1.1% | +1.4% | -0.3% | -0.9% |
| 30D | -9.6% | +10.5% | -20.1% | -22.3% |
| 3M | -37.7% | +23.6% | -61.3% | -54.8% |
| 6M | +115.2% | +22.6% | +92.6% | +56.4% |
| YTD | +133.7% | +25.7% | +108.1% | +63.5% |
| 1Y | +250.2% | +51.4% | +198.8% | +85.5% |
| 3Y | +320.3% | +64.4% | +255.9% | +93.2% |
| 5Y | +53.1% | +22.1% | +31.0% | +1.9% |
| All | +164.6% | +41.1% | +123.5% | +40.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling