+33.4%
AAPL vs IBB
+45.6%
-12.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.6% |
| 7D | -2.7% | -1.7% | -1.1% | -2.3% |
| 30D | +1.0% | +4.9% | -3.9% | -0.5% |
| 3M | +5.0% | +24.2% | -19.3% | -0.9% |
| 6M | +23.0% | +23.8% | -0.8% | +16.0% |
| YTD | +16.6% | +23.0% | -6.3% | +10.2% |
| 1Y | +33.4% | +46.2% | -12.7% | +21.1% |
| All | +33.4% | +45.6% | -12.2% | +21.1% |
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