+24.0%
B vs IBB
+38.4%
-14.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +2.2% |
| 7D | +11.3% | +2.7% | +8.6% | +9.0% |
| 30D | +2.9% | +6.3% | -3.4% | -2.0% |
| 3M | -2.9% | +11.1% | -13.9% | -11.2% |
| 6M | -1.2% | +29.2% | -30.4% | -20.7% |
| YTD | -1.3% | +30.2% | -31.6% | -20.9% |
| All | +24.0% | +38.4% | -14.4% | -4.4% |
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 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