+32.4%
CVS vs IBB
+22.6%
+9.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | +4.0% | +1.4% | +2.5% | +3.6% |
| 30D | -2.4% | +10.5% | -12.9% | -5.3% |
| 3M | +2.7% | +23.6% | -21.0% | -3.8% |
| 6M | +21.9% | +22.6% | -0.8% | +14.3% |
| YTD | +24.7% | +25.7% | -0.9% | +15.9% |
| 1Y | +35.4% | +51.4% | -15.9% | +18.5% |
| 3Y | +65.2% | +64.4% | +0.8% | +40.1% |
| All | +32.4% | +22.6% | +9.8% | +15.6% |
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