+4,158.1%
ASX vs IBB
+560.8%
+3,597.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.7% |
| 7D | -0.7% | +1.4% | -2.1% | -1.6% |
| 30D | +2.0% | +10.5% | -8.5% | -4.3% |
| 3M | -1.3% | +23.6% | -25.0% | -13.2% |
| 6M | +71.4% | +22.6% | +48.8% | +51.5% |
| YTD | +135.3% | +25.7% | +109.6% | +104.7% |
| 1Y | +267.5% | +51.4% | +216.1% | +186.1% |
| 3Y | +388.5% | +64.4% | +324.1% | +261.9% |
| 5Y | +417.1% | +22.1% | +394.9% | +352.9% |
| 10Y | +872.7% | +132.5% | +740.3% | +478.7% |
| All | +4,158.1% | +560.8% | +3,597.3% | +1,008.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling