+37.7%
CAH vs IBB
+29.7%
+8.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | +3.5% | -0.5% | +4.0% | +3.5% |
| 30D | +13.5% | +4.6% | +8.9% | +12.4% |
| 3M | +21.8% | +6.8% | +15.0% | +20.4% |
| 6M | +51.5% | +23.1% | +28.4% | +45.7% |
| YTD | +38.1% | +26.0% | +12.1% | +31.4% |
| 1Y | +37.7% | +30.4% | +7.3% | +29.5% |
| All | +37.7% | +29.7% | +8.0% | +29.5% |
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 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