+825.4%
CAH vs IBB
+565.6%
+259.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.2% |
| 7D | +3.9% | +1.6% | +2.2% | +3.1% |
| 30D | +16.0% | +6.7% | +9.3% | +12.5% |
| 3M | +19.1% | +6.3% | +12.7% | +15.2% |
| 6M | +53.0% | +23.9% | +29.1% | +37.9% |
| YTD | +36.6% | +26.6% | +10.0% | +21.3% |
| 1Y | +37.4% | +29.6% | +7.8% | +20.6% |
| 3Y | +178.8% | +86.1% | +92.8% | +103.6% |
| 5Y | +498.6% | +40.3% | +458.2% | +387.5% |
| 10Y | +413.1% | +128.1% | +285.0% | +226.3% |
| All | +825.4% | +565.6% | +259.9% | +184.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling