+15.3%
CVS vs IBB
+30.0%
-14.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.3% |
| 7D | +10.4% | +1.6% | +8.8% | +10.3% |
| 30D | +3.3% | +6.7% | -3.4% | +2.6% |
| 3M | -4.5% | +6.3% | -10.9% | -5.2% |
| 6M | -4.4% | +23.9% | -28.3% | -7.4% |
| YTD | +16.6% | +26.6% | -10.0% | +11.0% |
| 1Y | +15.3% | +29.6% | -14.3% | +9.1% |
| All | +15.3% | +30.0% | -14.7% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling