+1,026.0%
ALL vs IBB
+566.2%
+459.8%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -5.2% |
| 7D | -1.9% | -1.8% | -0.1% | -1.3% |
| 30D | +13.8% | +5.1% | +8.7% | +11.1% |
| 3M | -7.0% | +10.7% | -17.7% | -11.5% |
| 6M | +18.0% | +22.9% | -4.9% | +7.1% |
| YTD | +24.2% | +26.7% | -2.5% | +10.6% |
| 1Y | +31.2% | +35.1% | -3.9% | +13.6% |
| 3Y | +107.5% | +80.2% | +27.3% | +55.9% |
| 5Y | +144.8% | +37.8% | +107.0% | +103.2% |
| 10Y | +375.8% | +161.2% | +214.6% | +185.8% |
| All | +1,026.0% | +566.2% | +459.8% | +238.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling