+40.5%
ALL vs IBB
+42.2%
-1.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +3.0% |
| 7D | +7.5% | +2.2% | +5.3% | +7.6% |
| 30D | +19.7% | +6.3% | +13.4% | +20.2% |
| 3M | +2.9% | +16.3% | -13.4% | +3.5% |
| 6M | +23.5% | +30.0% | -6.5% | +24.5% |
| YTD | +31.1% | +31.1% | 0.0% | +31.0% |
| 1Y | +40.5% | +42.0% | -1.5% | +39.2% |
| All | +40.5% | +42.2% | -1.7% | +39.2% |
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 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