+1,569.3%
EAT vs IBB
+566.2%
+1,003.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -3.8% |
| 7D | -2.6% | -1.8% | -0.8% | -1.7% |
| 30D | +11.5% | +5.1% | +6.4% | +8.4% |
| 3M | -9.1% | +10.7% | -19.8% | -14.5% |
| 6M | +40.4% | +22.9% | +17.5% | +24.1% |
| YTD | +43.9% | +26.7% | +17.2% | +24.8% |
| 1Y | +101.9% | +35.1% | +66.8% | +68.9% |
| 3Y | +489.9% | +80.2% | +409.7% | +318.6% |
| 5Y | +362.6% | +37.8% | +324.8% | +281.8% |
| 10Y | +385.7% | +161.2% | +224.5% | +190.8% |
| All | +1,569.3% | +566.2% | +1,003.1% | +351.1% |
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