+842.6%
ASX vs IBB
+139.6%
+703.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.9% | +6.7% |
| 7D | -12.3% | +2.7% | -15.0% | -13.2% |
| 30D | -26.0% | +6.3% | -32.3% | -28.5% |
| 3M | -8.1% | +11.1% | -19.2% | -14.4% |
| 6M | +1.4% | +29.2% | -27.8% | -14.9% |
| YTD | +115.6% | +30.2% | +85.3% | +79.7% |
| 1Y | +128.0% | +39.5% | +88.5% | +80.9% |
| 3Y | +371.4% | +92.3% | +279.1% | +199.1% |
| 5Y | +469.4% | +43.0% | +426.4% | +333.7% |
| 10Y | +842.6% | +137.1% | +705.5% | +448.8% |
| All | +842.6% | +139.6% | +703.0% | +448.8% |
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