-70.5%
DOCU vs IBB
+34.6%
-105.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.0% | +3.1% | +3.3% |
| 7D | -3.2% | -3.6% | +0.4% | +0.3% |
| 30D | +15.7% | +3.4% | +12.3% | +10.9% |
| 3M | +37.3% | +9.5% | +27.8% | +21.5% |
| 6M | +63.1% | +23.3% | +39.8% | +23.5% |
| YTD | +15.4% | +24.5% | -9.2% | -15.3% |
| 1Y | +11.3% | +32.9% | -21.6% | -25.3% |
| 3Y | +92.1% | +76.6% | +15.5% | -21.7% |
| 5Y | -70.5% | +35.5% | -106.0% | -74.3% |
| All | -70.5% | +34.6% | -105.1% | -74.3% |
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