+216.7%
ACWI vs IBB
+156.3%
+60.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.9% |
| 7D | -2.4% | -1.8% | -0.5% | -1.5% |
| 30D | -5.2% | +5.1% | -10.2% | -7.7% |
| 3M | -4.8% | +10.7% | -15.5% | -10.2% |
| 6M | -1.3% | +22.9% | -24.2% | -12.1% |
| YTD | +8.4% | +26.7% | -18.3% | -5.2% |
| 1Y | +11.0% | +35.1% | -24.1% | -6.3% |
| 3Y | +70.6% | +80.2% | -9.6% | +21.7% |
| 5Y | +55.3% | +37.8% | +17.5% | +26.0% |
| All | +216.7% | +156.3% | +60.4% | +98.3% |
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