+22.4%
A vs IBB
+36.9%
-14.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.6% |
| 7D | +1.4% | +0.8% | +0.6% | +0.8% |
| 30D | +4.3% | +5.2% | -0.9% | +0.9% |
| 3M | +19.8% | +8.6% | +11.2% | +13.4% |
| 6M | +54.4% | +27.8% | +26.6% | +30.5% |
| YTD | +31.7% | +28.8% | +2.9% | +10.4% |
| 1Y | +22.4% | +36.4% | -14.0% | -3.3% |
| All | +22.4% | +36.9% | -14.4% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling