-21.9%
AS vs IBB
+51.5%
-73.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +4.0% |
| 7D | -4.9% | +1.4% | -6.3% | -5.6% |
| 30D | -19.6% | +10.5% | -30.1% | -23.7% |
| 3M | -14.4% | +23.6% | -38.0% | -24.5% |
| 6M | -20.1% | +22.6% | -42.7% | -29.7% |
| YTD | -20.9% | +25.7% | -46.6% | -31.3% |
| 1Y | -21.9% | +51.4% | -73.2% | -36.6% |
| All | -21.9% | +51.5% | -73.3% | -36.6% |
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 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