+459.5%
AJG vs IBB
+125.5%
+334.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | -8.3% | -4.2% | -4.0% | -6.7% |
| 30D | -5.7% | +1.1% | -6.8% | -6.2% |
| 3M | +9.1% | +19.0% | -10.0% | +1.8% |
| 6M | +15.2% | +18.9% | -3.7% | +7.1% |
| YTD | -6.3% | +20.3% | -26.6% | -13.7% |
| 1Y | -19.1% | +41.5% | -60.6% | -30.5% |
| 3Y | +8.2% | +60.3% | -52.0% | -13.4% |
| 5Y | +75.6% | +18.7% | +56.9% | +57.9% |
| All | +459.5% | +125.5% | +334.0% | +276.4% |
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