+38,514.5%
DECK vs IBB
+560.8%
+37,953.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.4% | +2.0% |
| 7D | -2.2% | +1.4% | -3.6% | -3.0% |
| 30D | -13.6% | +10.5% | -24.1% | -18.6% |
| 3M | -21.2% | +23.6% | -44.9% | -30.5% |
| 6M | -21.1% | +22.6% | -43.7% | -30.1% |
| YTD | -17.2% | +25.7% | -42.9% | -28.0% |
| 1Y | -30.7% | +51.4% | -82.1% | -45.9% |
| 3Y | -3.4% | +64.4% | -67.7% | -28.3% |
| 5Y | +25.5% | +22.1% | +3.4% | +9.9% |
| 10Y | +714.7% | +132.5% | +582.2% | +394.9% |
| All | +38,514.5% | +560.8% | +37,953.7% | +10,718.8% |
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