-63.4%
ALB vs IBB
+39.3%
-102.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.0% |
| 7D | -5.8% | -0.5% | -5.2% | -5.3% |
| 30D | -4.5% | +4.6% | -9.1% | -9.3% |
| 3M | -28.1% | +6.8% | -34.9% | -33.9% |
| 6M | -53.2% | +23.1% | -76.3% | -63.3% |
| YTD | -33.3% | +26.0% | -59.3% | -49.1% |
| 1Y | -17.4% | +30.4% | -47.8% | -39.4% |
| 3Y | -14.1% | +85.4% | -99.6% | -55.8% |
| All | -63.4% | +39.3% | -102.7% | -76.8% |
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