+1,008.4%
ASX vs IBB
+127.7%
+880.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.9% | -2.5% |
| 7D | +22.1% | +1.6% | +20.5% | +21.0% |
| 30D | -23.8% | +6.7% | -30.5% | -26.4% |
| 3M | -7.6% | +6.3% | -13.9% | -11.3% |
| 6M | +6.9% | +23.9% | -17.0% | -7.6% |
| YTD | +127.7% | +26.6% | +101.1% | +93.4% |
| 1Y | +144.5% | +29.6% | +114.9% | +104.1% |
| 3Y | +377.8% | +86.1% | +291.7% | +209.7% |
| 5Y | +498.2% | +40.3% | +457.9% | +361.6% |
| All | +1,008.4% | +127.7% | +880.6% | +561.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling