+122.7%
CRBG vs IBB
+61.1%
+61.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +0.6% | -4.2% | +4.8% | +3.0% |
| 30D | +2.6% | +1.1% | +1.5% | +1.6% |
| 3M | +24.0% | +19.0% | +5.0% | +11.1% |
| 6M | +50.5% | +18.9% | +31.6% | +34.6% |
| YTD | +17.1% | +20.3% | -3.2% | +3.7% |
| 1Y | +5.9% | +41.5% | -35.6% | -15.4% |
| 3Y | +122.7% | +60.3% | +62.5% | +60.8% |
| All | +122.7% | +61.1% | +61.6% | +60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling