+323.8%
A vs IBB
+139.6%
+184.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.3% | +1.0% |
| 7D | +4.8% | +2.7% | +2.1% | +2.6% |
| 30D | +5.6% | +6.3% | -0.7% | +0.7% |
| 3M | +23.6% | +11.1% | +12.6% | +13.8% |
| 6M | +56.4% | +29.2% | +27.1% | +27.9% |
| YTD | +33.4% | +30.2% | +3.2% | +8.1% |
| 1Y | +23.7% | +39.5% | -15.8% | -4.9% |
| 3Y | +71.0% | +92.3% | -21.3% | +3.2% |
| 5Y | +16.8% | +43.0% | -26.1% | -13.2% |
| 10Y | +323.8% | +137.1% | +186.7% | +118.2% |
| All | +323.8% | +139.6% | +184.2% | +118.2% |
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