+515.7%
CAH vs IBB
+41.1%
+474.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.8% | +0.3% |
| 7D | +7.8% | +2.7% | +5.1% | +7.1% |
| 30D | +15.5% | +6.3% | +9.1% | +13.6% |
| 3M | +16.3% | +11.1% | +5.2% | +13.1% |
| 6M | +50.0% | +29.2% | +20.8% | +40.2% |
| YTD | +34.7% | +30.2% | +4.5% | +25.4% |
| 1Y | +35.9% | +39.5% | -3.5% | +24.2% |
| 3Y | +178.5% | +92.3% | +86.1% | +130.2% |
| 5Y | +515.7% | +43.0% | +472.7% | +411.9% |
| All | +515.7% | +41.1% | +474.6% | +411.9% |
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