-51.1%
DOCS vs IBB
+34.6%
-85.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.0% | +0.7% | +0.6% |
| 7D | -1.3% | -3.6% | +2.3% | +2.3% |
| 30D | +19.4% | +3.4% | +16.0% | +15.5% |
| 3M | +53.4% | +9.5% | +43.9% | +39.4% |
| 6M | +28.8% | +23.3% | +5.5% | +2.9% |
| YTD | -25.1% | +24.5% | -49.6% | -42.0% |
| 1Y | -48.1% | +32.9% | -81.1% | -62.8% |
| 3Y | +51.4% | +76.6% | -25.2% | -27.5% |
| 5Y | -51.1% | +35.5% | -86.6% | -60.3% |
| All | -51.1% | +34.6% | -85.7% | -60.3% |
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