+16.4%
AUR vs IBB
+42.3%
-26.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -1.5% |
| 7D | +0.2% | -5.2% | +5.4% | +4.7% |
| 30D | -8.9% | +1.5% | -10.4% | -11.0% |
| 3M | +4.6% | +22.1% | -17.5% | -18.2% |
| 6M | +44.9% | +17.7% | +27.1% | +19.0% |
| YTD | +64.8% | +20.2% | +44.7% | +32.1% |
| 1Y | +16.4% | +44.4% | -28.1% | -14.0% |
| All | +16.4% | +42.3% | -26.0% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling