+863.5%
DE vs IBB
+122.2%
+741.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | -3.0% | -3.9% | +0.9% | -1.1% |
| 30D | +11.1% | +2.7% | +8.4% | +9.1% |
| 3M | +17.6% | +21.4% | -3.7% | +5.6% |
| 6M | +13.6% | +20.1% | -6.5% | +2.3% |
| YTD | +46.3% | +21.9% | +24.4% | +30.4% |
| 1Y | +44.2% | +44.1% | 0.0% | +17.3% |
| 3Y | +76.6% | +63.4% | +13.2% | +32.6% |
| 5Y | +98.2% | +19.8% | +78.5% | +73.6% |
| 10Y | +863.5% | +127.0% | +736.5% | +487.9% |
| All | +863.5% | +122.2% | +741.3% | +487.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling