+10.3%
ARM vs IBB
+35.8%
-25.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +3.2% |
| 7D | -15.2% | -1.8% | -13.4% | -13.3% |
| 30D | -40.7% | +5.1% | -45.7% | -42.7% |
| 3M | -39.1% | +10.7% | -49.8% | -45.6% |
| 6M | -26.4% | +22.9% | -49.3% | -42.5% |
| YTD | +59.7% | +26.7% | +33.0% | +20.3% |
| 1Y | +10.3% | +35.1% | -24.8% | -18.1% |
| All | +10.3% | +35.8% | -25.4% | -18.1% |
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