+1,438.1%
CRS vs IBB
+20.0%
+1,418.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.4% | -2.0% |
| 7D | -3.1% | -1.7% | -1.4% | -1.9% |
| 30D | -19.6% | +4.9% | -24.5% | -22.8% |
| 3M | -8.1% | +24.2% | -32.3% | -22.5% |
| 6M | +18.6% | +23.8% | -5.3% | +0.4% |
| YTD | +45.9% | +23.0% | +22.9% | +24.0% |
| 1Y | +82.5% | +46.2% | +36.3% | +36.3% |
| 3Y | +648.9% | +64.8% | +584.1% | +408.2% |
| 5Y | +1,438.1% | +20.9% | +1,417.2% | +992.0% |
| All | +1,438.1% | +20.0% | +1,418.1% | +992.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling