+96.4%
DE vs IBB
+20.0%
+76.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.1% |
| 3M | +19.0% | +24.2% | -5.3% | +7.8% |
| 6M | +16.1% | +23.8% | -7.8% | +5.0% |
| YTD | +47.0% | +23.0% | +24.1% | +33.3% |
| 1Y | +43.1% | +46.2% | -3.0% | +19.9% |
| 3Y | +77.5% | +64.8% | +12.7% | +39.4% |
| 5Y | +96.4% | +20.9% | +75.4% | +52.3% |
| All | +96.4% | +20.0% | +76.4% | +52.3% |
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 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