+143.3%
DELL vs IBB
+42.2%
+101.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.6% | -11.5% | -9.7% |
| 7D | -24.6% | +2.2% | -26.8% | -25.1% |
| 30D | -32.5% | +6.3% | -38.8% | -33.8% |
| 3M | -20.2% | +16.3% | -36.5% | -25.3% |
| 6M | +76.5% | +30.0% | +46.5% | +54.2% |
| YTD | +198.9% | +31.1% | +167.8% | +160.0% |
| 1Y | +143.3% | +42.0% | +101.4% | +103.1% |
| All | +143.3% | +42.2% | +101.1% | +103.1% |
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