+349.8%
EAT vs IBB
+139.6%
+210.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -3.5% |
| 7D | -3.9% | +2.7% | -6.6% | -5.8% |
| 30D | +5.0% | +6.3% | -1.4% | +0.2% |
| 3M | -9.6% | +11.1% | -20.7% | -16.9% |
| 6M | +46.8% | +29.2% | +17.5% | +19.7% |
| YTD | +41.8% | +30.2% | +11.6% | +14.5% |
| 1Y | +98.3% | +39.5% | +58.8% | +51.9% |
| 3Y | +503.1% | +92.3% | +410.7% | +256.2% |
| 5Y | +356.7% | +43.0% | +313.7% | +234.2% |
| 10Y | +349.8% | +137.1% | +212.7% | +149.9% |
| All | +349.8% | +139.6% | +210.2% | +149.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling