+77.9%
DD vs IBB
+78.6%
-0.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | 0.0% |
| 7D | +4.6% | -1.8% | +6.4% | +5.7% |
| 30D | +11.8% | +5.1% | +6.7% | +8.2% |
| 3M | +2.2% | +10.7% | -8.6% | -5.3% |
| 6M | -1.6% | +22.9% | -24.5% | -15.7% |
| YTD | +23.0% | +26.7% | -3.7% | +2.6% |
| 1Y | +26.9% | +35.1% | -8.2% | +0.6% |
| 3Y | +77.9% | +80.2% | -2.3% | +13.2% |
| All | +77.9% | +78.6% | -0.7% | +13.2% |
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