-76.5%
DOCU vs IBB
+22.5%
-99.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +4.7% |
| 7D | +6.9% | +1.4% | +5.5% | +5.2% |
| 30D | +19.0% | +10.5% | +8.5% | +5.5% |
| 3M | +34.3% | +23.6% | +10.7% | +4.0% |
| 6M | +48.0% | +22.6% | +25.4% | +13.3% |
| YTD | 0.0% | +25.7% | -25.7% | -26.3% |
| 1Y | -10.3% | +51.4% | -61.6% | -48.6% |
| 3Y | +32.4% | +64.4% | -32.0% | -37.0% |
| All | -76.5% | +22.5% | -99.0% | -82.5% |
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