+95.3%
DOCU vs IBB
+107.4%
-12.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -3.4% |
| 7D | -5.5% | -1.8% | -3.7% | -4.1% |
| 30D | +12.6% | +5.1% | +7.6% | +6.7% |
| 3M | +36.4% | +10.7% | +25.7% | +21.0% |
| 6M | +66.8% | +22.9% | +43.9% | +31.0% |
| YTD | +13.5% | +26.7% | -13.2% | -15.0% |
| 1Y | +11.3% | +35.1% | -23.8% | -22.5% |
| 3Y | +92.1% | +80.2% | +11.9% | -7.1% |
| 5Y | -71.0% | +37.8% | -108.8% | -80.1% |
| All | +95.3% | +107.4% | -12.1% | +3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling