+1,133.8%
AU vs IBB
+560.8%
+573.0%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -3.6% | +1.4% | -5.1% | -4.0% |
| 30D | +23.9% | +10.5% | +13.4% | +20.9% |
| 3M | +19.1% | +23.6% | -4.6% | +12.9% |
| 6M | -0.2% | +22.6% | -22.8% | -4.9% |
| YTD | +32.5% | +25.7% | +6.8% | +25.4% |
| 1Y | +96.9% | +51.4% | +45.6% | +78.5% |
| 3Y | +614.7% | +64.4% | +550.4% | +532.3% |
| 5Y | +647.7% | +22.1% | +625.6% | +601.2% |
| 10Y | +679.2% | +132.5% | +546.7% | +522.6% |
| All | +1,133.8% | +560.8% | +573.0% | +564.7% |
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