+615.4%
EL vs IBB
+560.8%
+54.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.9% | +3.4% |
| 7D | +0.8% | +1.4% | -0.6% | +0.1% |
| 30D | +19.8% | +10.5% | +9.3% | +14.8% |
| 3M | +25.7% | +23.6% | +2.1% | +14.2% |
| 6M | +5.4% | +22.6% | -17.2% | -3.6% |
| YTD | +0.2% | +25.7% | -25.5% | -9.3% |
| 1Y | +20.4% | +51.4% | -30.9% | +0.2% |
| 3Y | -32.1% | +64.4% | -96.5% | -45.4% |
| 5Y | -67.2% | +22.1% | -89.3% | -70.2% |
| 10Y | +31.7% | +132.5% | -100.7% | -9.5% |
| All | +615.4% | +560.8% | +54.6% | +181.1% |
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