+2,566.3%
DELL vs IBB
+130.8%
+2,435.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.4% | -2.8% |
| 7D | -18.1% | +0.8% | -18.9% | -18.3% |
| 30D | -42.9% | +5.2% | -48.0% | -44.5% |
| 3M | -26.9% | +8.6% | -35.5% | -30.9% |
| 6M | +28.8% | +27.8% | +0.9% | +9.1% |
| YTD | +168.4% | +28.8% | +139.6% | +126.0% |
| 1Y | +136.8% | +36.4% | +100.4% | +91.9% |
| 3Y | +375.3% | +89.3% | +286.0% | +211.4% |
| 5Y | +551.0% | +43.3% | +507.7% | +398.1% |
| 10Y | +2,566.3% | +130.6% | +2,435.7% | +1,389.3% |
| All | +2,566.3% | +130.8% | +2,435.5% | +1,389.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling