+111.5%
AAPL vs IBB
+22.6%
+88.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.0% |
| 7D | +0.1% | +1.4% | -1.3% | -0.7% |
| 30D | +3.0% | +10.5% | -7.5% | -3.3% |
| 3M | +2.9% | +23.6% | -20.7% | -9.9% |
| 6M | +22.1% | +22.6% | -0.5% | +7.0% |
| YTD | +18.0% | +25.7% | -7.7% | +1.5% |
| 1Y | +33.9% | +51.4% | -17.4% | +1.5% |
| 3Y | +71.2% | +64.4% | +6.8% | +19.5% |
| All | +111.5% | +22.6% | +88.9% | +61.5% |
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 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