+61.5%
ALB vs IBB
+51.5%
+10.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.6% | -4.0% |
| 7D | -8.1% | +1.4% | -9.5% | -8.8% |
| 30D | +6.3% | +10.5% | -4.2% | -0.5% |
| 3M | -23.6% | +23.6% | -47.2% | -34.5% |
| 6M | -24.6% | +22.6% | -47.2% | -35.0% |
| YTD | -10.3% | +25.7% | -35.9% | -23.3% |
| 1Y | +61.5% | +51.4% | +10.1% | +33.9% |
| All | +61.5% | +51.5% | +10.0% | +33.9% |
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 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