+5,306.7%
DE vs IBB
+560.8%
+4,745.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | +10.0% | +1.4% | +8.6% | +9.3% |
| 30D | +13.3% | +10.5% | +2.8% | +7.3% |
| 3M | +17.5% | +23.6% | -6.1% | +4.9% |
| 6M | +13.6% | +22.6% | -9.1% | +1.5% |
| YTD | +49.8% | +25.7% | +24.1% | +32.0% |
| 1Y | +47.9% | +51.4% | -3.5% | +18.1% |
| 3Y | +72.5% | +64.4% | +8.2% | +30.8% |
| 5Y | +90.2% | +22.1% | +68.1% | +64.6% |
| 10Y | +865.4% | +132.5% | +732.9% | +483.8% |
| All | +5,306.7% | +560.8% | +4,745.9% | +1,418.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling