+16.8%
AG vs IBB
+41.1%
-24.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.8% | +1.9% | +2.3% |
| 7D | +10.8% | +2.7% | +8.1% | +8.4% |
| 30D | -8.2% | +6.3% | -14.5% | -12.9% |
| 3M | -13.7% | +11.1% | -24.7% | -21.1% |
| 6M | -27.3% | +29.2% | -56.5% | -41.3% |
| YTD | -4.6% | +30.2% | -34.8% | -23.0% |
| 1Y | +39.4% | +39.5% | -0.1% | +6.6% |
| 3Y | +244.1% | +92.3% | +151.8% | +101.0% |
| 5Y | +16.8% | +43.0% | -26.2% | -18.3% |
| All | +16.8% | +41.1% | -24.3% | -18.3% |
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 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