-31.2%
DIS vs IBB
+34.6%
-65.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.6% | +1.2% |
| 7D | +5.7% | -3.6% | +9.3% | +7.7% |
| 30D | +12.7% | +3.4% | +9.3% | +10.4% |
| 3M | +15.2% | +9.5% | +5.7% | +8.9% |
| 6M | +17.6% | +23.3% | -5.7% | +3.6% |
| YTD | +3.8% | +24.5% | -20.7% | -9.4% |
| 1Y | +6.8% | +32.9% | -26.1% | -10.4% |
| 3Y | +42.1% | +76.6% | -34.4% | -3.1% |
| 5Y | -31.2% | +35.5% | -66.7% | -51.0% |
| All | -31.2% | +34.6% | -65.7% | -51.0% |
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 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