+1,760.4%
EAT vs IBB
+560.8%
+1,199.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.1% |
| 7D | 0.0% | +1.4% | -1.4% | -0.8% |
| 30D | +1.9% | +10.5% | -8.6% | -3.9% |
| 3M | +68.7% | +23.6% | +45.0% | +49.1% |
| 6M | +66.9% | +22.6% | +44.3% | +47.9% |
| YTD | +60.4% | +25.7% | +34.7% | +40.1% |
| 1Y | +44.0% | +51.4% | -7.4% | +13.1% |
| 3Y | +604.7% | +64.4% | +540.3% | +427.4% |
| 5Y | +347.0% | +22.1% | +324.9% | +292.8% |
| 10Y | +390.8% | +132.5% | +258.3% | +210.5% |
| All | +1,760.4% | +560.8% | +1,199.6% | +406.2% |
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