-6.2%
DOW vs IBB
+97.0%
-103.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -3.0% |
| 7D | -9.4% | +2.7% | -12.1% | -11.0% |
| 30D | +8.9% | +6.3% | +2.6% | +4.8% |
| 3M | +6.7% | +11.1% | -4.3% | -0.6% |
| 6M | -14.2% | +29.2% | -43.4% | -27.8% |
| YTD | +36.9% | +30.2% | +6.7% | +13.2% |
| 1Y | +45.8% | +39.5% | +6.3% | +14.9% |
| 3Y | -23.9% | +92.3% | -116.2% | -51.5% |
| 5Y | -30.8% | +43.0% | -73.7% | -47.3% |
| All | -6.2% | +97.0% | -103.2% | -53.9% |
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