+414.3%
ASX vs IBB
+34.6%
+379.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.0% | -15.7% | -16.9% |
| 7D | -33.3% | -3.6% | -29.7% | -30.9% |
| 30D | -36.5% | +3.4% | -39.9% | -37.5% |
| 3M | -19.2% | +9.5% | -28.7% | -24.7% |
| 6M | -10.2% | +23.3% | -33.5% | -23.9% |
| YTD | +86.5% | +24.5% | +61.9% | +56.3% |
| 1Y | +89.6% | +32.9% | +56.7% | +50.5% |
| 3Y | +298.6% | +76.6% | +222.0% | +148.3% |
| 5Y | +414.3% | +35.5% | +378.8% | +259.1% |
| All | +414.3% | +34.6% | +379.7% | +259.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling