+33.4%
AG vs IBB
+42.2%
-8.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +2.6% | +6.5% | +6.1% |
| 7D | -2.6% | +2.2% | -4.8% | -5.0% |
| 30D | -12.1% | +6.3% | -18.4% | -18.2% |
| 3M | -6.6% | +16.3% | -22.9% | -21.8% |
| 6M | -20.5% | +30.0% | -50.4% | -41.5% |
| YTD | -7.4% | +31.1% | -38.6% | -31.0% |
| 1Y | +33.4% | +42.0% | -8.6% | -0.1% |
| All | +33.4% | +42.2% | -8.8% | -0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling