+108.1%
DE vs IBB
+42.1%
+66.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.1% |
| 7D | +3.3% | +0.8% | +2.5% | +2.9% |
| 30D | +10.7% | +5.2% | +5.6% | +8.4% |
| 3M | +13.1% | +8.6% | +4.5% | +8.7% |
| 6M | +20.2% | +27.8% | -7.6% | +7.2% |
| YTD | +48.9% | +28.8% | +20.1% | +32.0% |
| 1Y | +46.6% | +36.4% | +10.2% | +26.6% |
| 3Y | +91.4% | +89.3% | +2.0% | +41.4% |
| 5Y | +108.1% | +43.3% | +64.9% | +52.2% |
| All | +108.1% | +42.1% | +66.0% | +52.2% |
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 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