+299.6%
ASX vs IBB
+75.6%
+224.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.0% | -15.7% | -17.1% |
| 7D | -33.3% | -3.6% | -29.7% | -31.0% |
| 30D | -36.5% | +3.4% | -39.9% | -37.3% |
| 3M | -19.2% | +9.5% | -28.7% | -24.2% |
| 6M | -10.2% | +23.3% | -33.5% | -22.9% |
| YTD | +86.5% | +24.5% | +61.9% | +58.4% |
| 1Y | +89.6% | +32.9% | +56.7% | +53.0% |
| All | +299.6% | +75.6% | +224.0% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling