+28.8%
DOCS vs IBB
+22.6%
+6.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.0% | +0.7% | -1.4% |
| 7D | -1.3% | -3.6% | +2.3% | +0.8% |
| 30D | +19.4% | +3.4% | +16.0% | +17.8% |
| 3M | +53.4% | +9.5% | +43.9% | +45.2% |
| 6M | +28.8% | +23.3% | +5.5% | +20.7% |
| All | +28.8% | +22.6% | +6.1% | +20.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling