+82.6%
AAPL vs IBB
+68.6%
+14.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.1% |
| 7D | +0.1% | +1.4% | -1.3% | -0.5% |
| 30D | +3.0% | +10.5% | -7.5% | -1.8% |
| 3M | +2.9% | +23.6% | -20.7% | -6.9% |
| 6M | +22.1% | +22.6% | -0.5% | +10.6% |
| YTD | +18.0% | +25.7% | -7.7% | +5.4% |
| 1Y | +33.9% | +51.4% | -17.4% | +8.0% |
| All | +82.6% | +68.6% | +14.0% | +35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling