+115.6%
CRBG vs IBB
+67.3%
+48.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.3% |
| 7D | +0.6% | -4.2% | +4.8% | +3.2% |
| 30D | +2.6% | +1.1% | +1.5% | +1.5% |
| 3M | +24.0% | +19.0% | +5.0% | +10.2% |
| 6M | +50.5% | +18.9% | +31.6% | +33.6% |
| YTD | +17.1% | +20.3% | -3.2% | +2.8% |
| 1Y | +5.9% | +41.5% | -35.6% | -16.8% |
| 3Y | +122.7% | +60.3% | +62.5% | +56.7% |
| All | +115.6% | +67.3% | +48.3% | +46.5% |
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