-36.6%
AUR vs IBB
+43.3%
-79.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.6% |
| 7D | +8.7% | +1.4% | +7.3% | +6.5% |
| 30D | -5.2% | +10.5% | -15.7% | -19.7% |
| 3M | -7.3% | +23.6% | -30.9% | -35.4% |
| 6M | +41.2% | +22.6% | +18.6% | -0.5% |
| YTD | +65.1% | +25.7% | +39.4% | +12.3% |
| 1Y | +13.4% | +51.4% | -38.0% | -43.4% |
| 3Y | +98.1% | +64.4% | +33.8% | -8.0% |
| 5Y | -36.0% | +22.1% | -58.2% | -64.6% |
| All | -36.6% | +43.3% | -79.9% | -65.4% |
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