+226.7%
ACWI vs IBB
+132.1%
+94.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | +0.5% | +1.4% | -0.9% | -0.2% |
| 30D | +0.9% | +10.5% | -9.6% | -4.4% |
| 3M | +2.4% | +23.6% | -21.2% | -8.6% |
| 6M | +12.4% | +22.6% | -10.3% | +0.5% |
| YTD | +15.2% | +25.7% | -10.5% | +1.5% |
| 1Y | +22.7% | +51.4% | -28.7% | -2.1% |
| 3Y | +75.8% | +64.4% | +11.4% | +32.4% |
| 5Y | +67.7% | +22.1% | +45.6% | +45.3% |
| All | +226.7% | +132.1% | +94.6% | +108.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling