+19.4%
A vs IBB
+35.8%
-16.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.6% |
| 7D | -0.1% | -1.8% | +1.8% | +1.1% |
| 30D | +3.4% | +5.1% | -1.7% | 0.0% |
| 3M | +23.8% | +10.7% | +13.1% | +15.9% |
| 6M | +49.0% | +22.9% | +26.1% | +29.3% |
| YTD | +29.4% | +26.7% | +2.7% | +9.7% |
| 1Y | +19.4% | +35.1% | -15.7% | -5.3% |
| All | +19.4% | +35.8% | -16.4% | -5.3% |
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