+3,804.5%
COR vs IBB
+566.2%
+3,238.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.5% |
| 7D | +0.8% | -1.8% | +2.7% | +1.6% |
| 30D | +5.1% | +5.1% | +0.1% | +2.9% |
| 3M | +2.8% | +10.7% | -7.9% | -1.8% |
| 6M | +32.5% | +22.9% | +9.6% | +21.0% |
| YTD | -0.7% | +26.7% | -27.3% | -11.0% |
| 1Y | -6.7% | +35.1% | -41.8% | -18.7% |
| 3Y | +73.7% | +80.2% | -6.5% | +31.3% |
| 5Y | +177.9% | +37.8% | +140.0% | +130.9% |
| 10Y | +533.8% | +161.2% | +372.6% | +295.7% |
| All | +3,804.5% | +566.2% | +3,238.3% | +1,289.5% |
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 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