+47.9%
DE vs IBB
+51.5%
-3.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | +10.0% | +1.4% | +8.6% | +9.7% |
| 30D | +13.3% | +10.5% | +2.8% | +9.8% |
| 3M | +17.5% | +23.6% | -6.1% | +9.5% |
| 6M | +13.6% | +22.6% | -9.1% | +5.9% |
| YTD | +49.8% | +25.7% | +24.1% | +37.9% |
| 1Y | +47.9% | +51.4% | -3.5% | +31.3% |
| All | +47.9% | +51.5% | -3.6% | +31.3% |
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