+8,617.6%
CMI vs IBB
+562.7%
+8,054.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +0.5% | -0.5% | +1.0% | +0.8% |
| 30D | -14.0% | +4.6% | -18.6% | -16.5% |
| 3M | -28.1% | +6.8% | -35.0% | -31.7% |
| 6M | -35.8% | +23.1% | -58.9% | -44.6% |
| YTD | -10.5% | +26.0% | -36.5% | -23.8% |
| 1Y | -1.9% | +30.4% | -32.2% | -18.2% |
| 3Y | +121.0% | +85.4% | +35.6% | +45.8% |
| 5Y | +114.6% | +39.7% | +74.8% | +65.4% |
| 10Y | +325.5% | +127.1% | +198.4% | +119.4% |
| All | +8,617.6% | +562.7% | +8,054.9% | +1,464.3% |
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 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