+147.2%
AR vs IBB
+22.5%
+124.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | +2.5% | +1.4% | +1.1% | +1.9% |
| 30D | +14.8% | +10.5% | +4.3% | +9.8% |
| 3M | +6.2% | +23.6% | -17.4% | -3.4% |
| 6M | +4.3% | +22.6% | -18.3% | -5.5% |
| YTD | +14.4% | +25.7% | -11.3% | +2.1% |
| 1Y | +21.3% | +51.4% | -30.0% | -1.7% |
| 3Y | +39.8% | +64.4% | -24.6% | +7.1% |
| All | +147.2% | +22.5% | +124.8% | +122.9% |
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