+77.5%
DE vs IBB
+64.8%
+12.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.3% | -1.0% |
| 7D | +0.7% | -1.7% | +2.3% | +1.4% |
| 30D | +9.6% | +4.9% | +4.8% | +6.9% |
| 3M | +19.0% | +24.2% | -5.3% | +6.9% |
| 6M | +16.1% | +23.8% | -7.8% | +4.2% |
| YTD | +47.0% | +23.0% | +24.1% | +32.1% |
| 1Y | +43.1% | +46.2% | -3.0% | +17.5% |
| 3Y | +77.5% | +64.8% | +12.7% | +33.5% |
| All | +77.5% | +64.8% | +12.7% | +33.5% |
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