+116.2%
B vs IBB
+43.4%
+72.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.8% |
| 7D | -2.7% | -1.4% | -1.3% | -2.1% |
| 30D | -4.3% | +6.8% | -11.1% | -7.2% |
| 3M | -2.3% | +9.2% | -11.5% | -6.2% |
| 6M | -16.2% | +28.3% | -44.6% | -25.1% |
| YTD | -8.8% | +29.4% | -38.2% | -18.6% |
| 1Y | +11.4% | +33.2% | -21.8% | -1.7% |
| 3Y | +174.3% | +90.2% | +84.1% | +113.0% |
| 5Y | +116.2% | +44.0% | +72.2% | +77.3% |
| All | +116.2% | +43.4% | +72.8% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling