+61.4%
AMAT vs IBB
+42.2%
+19.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.6% | -5.9% | -4.7% |
| 7D | -11.2% | +2.2% | -13.4% | -12.2% |
| 30D | -31.9% | +6.3% | -38.2% | -34.0% |
| 3M | -32.3% | +16.3% | -48.6% | -39.0% |
| 6M | -5.4% | +30.0% | -35.4% | -22.5% |
| YTD | +44.3% | +31.1% | +13.1% | +18.1% |
| 1Y | +61.4% | +42.0% | +19.4% | +27.1% |
| All | +61.4% | +42.2% | +19.2% | +27.1% |
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