+207.4%
ALAB vs IBB
+58.3%
+149.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.5% | +4.6% |
| 7D | -26.3% | -1.8% | -24.5% | -24.2% |
| 30D | -50.1% | +5.1% | -55.2% | -51.6% |
| 3M | -42.5% | +10.7% | -53.2% | -47.5% |
| 6M | -10.8% | +22.9% | -33.7% | -26.7% |
| YTD | +14.6% | +26.7% | -12.1% | -8.8% |
| 1Y | +17.1% | +35.1% | -18.0% | -12.2% |
| All | +207.4% | +58.3% | +149.2% | +101.2% |
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