+117.1%
AMAT vs IBB
+34.6%
+82.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.0% | -8.5% | -9.1% |
| 7D | -24.3% | -3.6% | -20.7% | -21.4% |
| 30D | -39.8% | +3.4% | -43.2% | -41.3% |
| 3M | -40.2% | +9.5% | -49.7% | -45.4% |
| 6M | -22.1% | +23.3% | -45.4% | -36.8% |
| YTD | +24.7% | +24.5% | +0.1% | -0.1% |
| 1Y | +33.3% | +32.9% | +0.4% | +0.1% |
| 3Y | +133.9% | +76.6% | +57.3% | +31.2% |
| 5Y | +117.1% | +35.5% | +81.6% | +40.6% |
| All | +117.1% | +34.6% | +82.5% | +40.6% |
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