-4.9%
DOW vs IBB
+91.7%
-96.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.8% |
| 7D | -9.5% | -1.8% | -7.7% | -8.7% |
| 30D | +13.1% | +5.1% | +8.0% | +9.5% |
| 3M | +4.8% | +10.7% | -5.9% | -2.3% |
| 6M | -16.7% | +22.9% | -39.5% | -27.7% |
| YTD | +38.9% | +26.7% | +12.2% | +16.6% |
| 1Y | +48.3% | +35.1% | +13.2% | +19.2% |
| 3Y | -24.4% | +80.2% | -104.5% | -49.9% |
| 5Y | -29.2% | +37.8% | -67.1% | -44.9% |
| All | -4.9% | +91.7% | -96.6% | -52.5% |
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