+16.4%
ELV vs IBB
+20.0%
-3.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.6% |
| 7D | -0.3% | -1.7% | +1.4% | +0.3% |
| 30D | +2.0% | +4.9% | -2.9% | +0.1% |
| 3M | -3.5% | +24.2% | -27.7% | -10.9% |
| 6M | +40.2% | +23.8% | +16.4% | +29.2% |
| YTD | +15.8% | +23.0% | -7.1% | +6.8% |
| 1Y | +33.2% | +46.2% | -13.0% | +15.3% |
| 3Y | -6.2% | +64.8% | -71.1% | -22.8% |
| 5Y | +16.4% | +20.9% | -4.5% | +0.5% |
| All | +16.4% | +20.0% | -3.6% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling