+4,177.7%
DELL vs IBB
+122.2%
+4,055.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.8% |
| 7D | +8.7% | -3.9% | +12.6% | +11.3% |
| 30D | +16.9% | +2.7% | +14.2% | +14.4% |
| 3M | +40.4% | +21.4% | +19.1% | +23.6% |
| 6M | +267.1% | +20.1% | +247.0% | +224.3% |
| YTD | +329.1% | +21.9% | +307.2% | +275.7% |
| 1Y | +346.9% | +44.1% | +302.8% | +252.1% |
| 3Y | +696.6% | +63.4% | +633.3% | +478.4% |
| 5Y | +1,106.2% | +19.8% | +1,086.4% | +930.2% |
| 10Y | +4,177.7% | +127.0% | +4,050.7% | +2,503.9% |
| All | +4,177.7% | +122.2% | +4,055.5% | +2,503.9% |
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