+55.4%
ACWI vs IBB
+34.6%
+20.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.0% | +1.2% | -1.4% |
| 7D | -4.0% | -3.6% | -0.4% | -2.3% |
| 30D | -5.8% | +3.4% | -9.2% | -7.4% |
| 3M | -5.0% | +9.5% | -14.5% | -9.7% |
| 6M | +0.7% | +23.3% | -22.6% | -10.3% |
| YTD | +8.4% | +24.5% | -16.1% | -4.2% |
| 1Y | +10.1% | +32.9% | -22.8% | -6.1% |
| 3Y | +70.8% | +76.6% | -5.8% | +22.3% |
| 5Y | +55.4% | +35.5% | +19.9% | +18.9% |
| All | +55.4% | +34.6% | +20.8% | +18.9% |
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