+713.7%
DIA vs IBB
+566.2%
+147.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.2% |
| 7D | -0.9% | -1.8% | +0.9% | -0.1% |
| 30D | +0.3% | +5.1% | -4.8% | -2.1% |
| 3M | -4.5% | +10.7% | -15.2% | -9.3% |
| 6M | +3.4% | +22.9% | -19.5% | -6.7% |
| YTD | +7.8% | +26.7% | -18.9% | -4.3% |
| 1Y | +10.7% | +35.1% | -24.4% | -4.6% |
| 3Y | +57.5% | +80.2% | -22.7% | +17.6% |
| 5Y | +53.7% | +37.8% | +15.9% | +28.0% |
| 10Y | +247.2% | +161.2% | +86.0% | +110.4% |
| All | +713.7% | +566.2% | +147.5% | +151.0% |
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