+33.6%
EQT vs IBB
+61.1%
-27.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.8% | -1.7% |
| 7D | -2.0% | -4.2% | +2.2% | -0.8% |
| 30D | 0.0% | +1.1% | -1.1% | -0.5% |
| 3M | +5.9% | +19.0% | -13.1% | 0.0% |
| 6M | -14.8% | +18.9% | -33.7% | -19.7% |
| YTD | +1.8% | +20.3% | -18.6% | -4.8% |
| 1Y | +7.4% | +41.5% | -34.1% | -5.7% |
| 3Y | +33.6% | +60.3% | -26.6% | +15.6% |
| All | +33.6% | +61.1% | -27.5% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling