+694.6%
DELL vs IBB
+64.8%
+629.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.0% | +3.3% |
| 7D | +25.6% | -1.7% | +27.3% | +27.1% |
| 30D | +17.7% | +4.9% | +12.8% | +13.2% |
| 3M | +33.4% | +24.2% | +9.2% | +13.1% |
| 6M | +266.2% | +23.8% | +242.4% | +209.8% |
| YTD | +328.0% | +23.0% | +305.0% | +264.3% |
| 1Y | +339.6% | +46.2% | +293.4% | +227.1% |
| 3Y | +694.6% | +64.8% | +629.8% | +465.1% |
| All | +694.6% | +64.8% | +629.8% | +465.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling