-32.8%
AAL vs IBB
+22.5%
-55.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +2.0% |
| 7D | -3.7% | +1.4% | -5.2% | -5.0% |
| 30D | -20.8% | +10.5% | -31.3% | -28.2% |
| 3M | -1.3% | +23.6% | -24.9% | -19.4% |
| 6M | +5.4% | +22.6% | -17.2% | -13.2% |
| YTD | -14.4% | +25.7% | -40.0% | -31.3% |
| 1Y | +2.1% | +51.4% | -49.3% | -31.3% |
| 3Y | -10.6% | +64.4% | -74.9% | -44.8% |
| All | -32.8% | +22.5% | -55.3% | -61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling