+28.9%
ALL vs IBB
+36.8%
-7.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | -2.6% | -1.4% | -1.2% | -2.5% |
| 30D | +12.7% | +6.8% | +5.9% | +13.2% |
| 3M | +0.4% | +9.2% | -8.8% | +1.0% |
| 6M | +23.8% | +28.3% | -4.6% | +25.1% |
| YTD | +27.8% | +29.4% | -1.6% | +27.8% |
| 1Y | +28.9% | +33.2% | -4.3% | +28.2% |
| All | +28.9% | +36.8% | -7.9% | +28.2% |
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