-6.9%
DT vs IBB
+36.9%
-43.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -7.5% | +0.8% | -8.3% | -7.4% |
| 30D | -31.5% | +5.2% | -36.7% | -31.6% |
| 3M | -14.0% | +8.6% | -22.6% | -14.2% |
| 6M | +6.9% | +27.8% | -21.0% | +7.8% |
| YTD | +0.3% | +28.8% | -28.5% | +0.5% |
| 1Y | -6.9% | +36.4% | -43.3% | -7.4% |
| All | -6.9% | +36.9% | -43.8% | -7.4% |
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