+415.3%
ASX vs IBB
+37.5%
+377.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.7% | +4.7% | +5.1% |
| 7D | -19.9% | -1.8% | -18.1% | -18.1% |
| 30D | -30.9% | +5.1% | -35.9% | -32.8% |
| 3M | -15.1% | +10.7% | -25.8% | -21.5% |
| 6M | -6.5% | +22.9% | -29.4% | -20.4% |
| YTD | +98.4% | +26.7% | +71.7% | +64.3% |
| 1Y | +107.9% | +35.1% | +72.7% | +63.1% |
| 3Y | +325.3% | +80.2% | +245.1% | +161.1% |
| All | +415.3% | +37.5% | +377.8% | +267.0% |
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