+580.7%
DELL vs IBB
+41.1%
+539.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.8% | +2.6% | +3.6% |
| 7D | -11.8% | +2.7% | -14.5% | -13.0% |
| 30D | -40.8% | +6.3% | -47.2% | -43.0% |
| 3M | -23.6% | +11.1% | -34.6% | -29.1% |
| 6M | +33.4% | +29.2% | +4.1% | +11.0% |
| YTD | +178.0% | +30.2% | +147.8% | +129.7% |
| 1Y | +138.6% | +39.5% | +99.1% | +87.5% |
| 3Y | +400.9% | +92.3% | +308.5% | +214.3% |
| 5Y | +580.7% | +43.0% | +537.8% | +354.3% |
| All | +580.7% | +41.1% | +539.7% | +354.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling