+41.5%
DRAM vs IBB
+27.4%
+14.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.4% | +4.6% |
| 7D | -18.2% | -1.8% | -16.3% | -16.0% |
| 30D | -34.5% | +5.1% | -39.6% | -35.5% |
| 3M | -23.6% | +10.7% | -34.3% | -29.5% |
| 6M | -19.3% | +22.9% | -42.2% | -33.8% |
| All | +41.5% | +27.4% | +14.1% | +11.9% |
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 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