+4,681.2%
DELL vs IBB
+124.4%
+4,556.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.0% |
| 7D | +14.9% | +1.4% | +13.5% | +14.0% |
| 30D | +13.3% | +10.5% | +2.8% | +6.0% |
| 3M | +24.4% | +23.6% | +0.8% | +8.3% |
| 6M | +258.0% | +22.6% | +235.4% | +212.3% |
| YTD | +320.2% | +25.7% | +294.5% | +261.2% |
| 1Y | +319.1% | +51.4% | +267.7% | +220.4% |
| 3Y | +706.5% | +64.4% | +642.2% | +483.3% |
| 5Y | +1,071.9% | +22.1% | +1,049.8% | +889.3% |
| 10Y | +4,683.5% | +132.5% | +4,551.0% | +2,752.2% |
| All | +4,681.2% | +124.4% | +4,556.9% | +2,804.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling