+10.4%
AA vs IBB
+36.8%
-26.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.2% | +2.4% |
| 7D | +1.1% | -1.4% | +2.5% | +2.0% |
| 30D | -1.3% | +6.8% | -8.1% | -4.7% |
| 3M | -23.9% | +9.2% | -33.1% | -27.7% |
| 6M | -36.8% | +28.3% | -65.1% | -45.5% |
| YTD | -22.2% | +29.4% | -51.5% | -34.6% |
| 1Y | +10.4% | +33.2% | -22.8% | -11.5% |
| All | +10.4% | +36.8% | -26.4% | -11.5% |
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