+109.4%
C vs IBB
+34.6%
+74.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.0% | 0.0% | -2.3% |
| 7D | -5.3% | -3.6% | -1.7% | -3.3% |
| 30D | -7.3% | +3.4% | -10.7% | -9.1% |
| 3M | -13.5% | +9.5% | -23.0% | -18.4% |
| 6M | -6.5% | +23.3% | -29.8% | -18.1% |
| YTD | +3.6% | +24.5% | -20.9% | -10.0% |
| 1Y | +18.9% | +32.9% | -14.0% | -0.8% |
| 3Y | +205.0% | +76.6% | +128.4% | +112.7% |
| 5Y | +109.4% | +35.5% | +73.9% | +51.5% |
| All | +109.4% | +34.6% | +74.8% | +51.5% |
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