+30.9%
DOCU vs IBB
+64.8%
-33.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +4.1% |
| 7D | +6.9% | +1.4% | +5.5% | +6.1% |
| 30D | +19.0% | +10.5% | +8.5% | +12.6% |
| 3M | +34.3% | +23.6% | +10.7% | +19.2% |
| 6M | +48.0% | +22.6% | +25.4% | +31.2% |
| YTD | 0.0% | +25.7% | -25.7% | -13.1% |
| 1Y | -10.3% | +51.4% | -61.6% | -31.7% |
| All | +30.9% | +64.8% | -33.9% | -18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling