+42.0%
IBB vs DOC
+21.8%
+20.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +2.1% |
| 7D | +2.2% | +8.7% | -6.5% | +0.8% |
| 30D | +6.3% | +7.6% | -1.3% | +4.9% |
| 3M | +16.3% | -5.3% | +21.6% | +17.4% |
| 6M | +30.0% | +27.6% | +2.4% | +24.2% |
| YTD | +31.1% | +32.4% | -1.3% | +24.4% |
| 1Y | +42.0% | +22.9% | +19.1% | +36.9% |
| All | +42.0% | +21.8% | +20.1% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling