+861.6%
ASX vs IBB
+132.1%
+729.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.8% |
| 7D | -0.7% | +1.4% | -2.1% | -1.6% |
| 30D | +2.0% | +10.5% | -8.5% | -5.0% |
| 3M | -1.3% | +23.6% | -25.0% | -14.6% |
| 6M | +71.4% | +22.6% | +48.8% | +49.1% |
| YTD | +135.3% | +25.7% | +109.6% | +100.9% |
| 1Y | +267.5% | +51.4% | +216.1% | +176.8% |
| 3Y | +388.5% | +64.4% | +324.1% | +247.0% |
| 5Y | +417.1% | +22.1% | +394.9% | +333.6% |
| All | +861.6% | +132.1% | +729.5% | +510.4% |
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