+103.1%
ARM vs IBB
+23.7%
+79.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.9% | +4.8% | +4.8% |
| 7D | +5.5% | +1.4% | +4.0% | +3.8% |
| 30D | -8.2% | +10.5% | -18.7% | -20.0% |
| 3M | -35.9% | +23.6% | -59.6% | -53.9% |
| 6M | +103.1% | +22.6% | +80.5% | +49.6% |
| All | +103.1% | +23.7% | +79.4% | +49.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling