+1,910.4%
AMAT vs IBB
+554.8%
+1,355.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.0% | -8.5% | -9.6% |
| 7D | -24.3% | -3.6% | -20.7% | -21.8% |
| 30D | -39.8% | +3.4% | -43.2% | -41.2% |
| 3M | -40.2% | +9.5% | -49.7% | -44.7% |
| 6M | -22.1% | +23.3% | -45.4% | -34.5% |
| YTD | +24.7% | +24.5% | +0.1% | +3.9% |
| 1Y | +33.3% | +32.9% | +0.4% | +5.4% |
| 3Y | +133.9% | +76.6% | +57.3% | +47.9% |
| 5Y | +117.1% | +35.5% | +81.6% | +70.1% |
| 10Y | +1,158.7% | +156.7% | +1,001.9% | +529.9% |
| All | +1,910.4% | +554.8% | +1,355.6% | +276.5% |
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