+7.2%
DECK vs IBB
+35.3%
-28.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | +0.1% |
| 7D | +6.0% | -3.6% | +9.6% | +7.2% |
| 30D | +7.4% | +3.4% | +4.1% | +6.3% |
| 3M | -11.7% | +9.5% | -21.1% | -14.6% |
| 6M | -11.0% | +23.3% | -34.3% | -17.8% |
| YTD | -15.4% | +24.5% | -39.9% | -22.6% |
| 1Y | +7.2% | +32.9% | -25.7% | -5.1% |
| All | +7.2% | +35.3% | -28.0% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling