+61.6%
DRAM vs IBB
+30.1%
+31.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.4% | +9.9% | +9.9% |
| 7D | -0.6% | -1.4% | +0.8% | +1.4% |
| 30D | -18.0% | +6.8% | -24.8% | -20.5% |
| 3M | -11.9% | +9.2% | -21.1% | -17.2% |
| 6M | -18.6% | +28.3% | -46.9% | -36.8% |
| All | +61.6% | +30.1% | +31.5% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling