+204.2%
EQT vs IBB
+17.1%
+187.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.1% |
| 7D | -1.2% | -5.2% | +4.1% | +0.7% |
| 30D | +1.1% | +1.5% | -0.4% | +0.4% |
| 3M | +4.8% | +22.1% | -17.3% | -3.0% |
| 6M | -10.6% | +17.7% | -28.3% | -16.4% |
| YTD | +3.4% | +20.2% | -16.7% | -4.2% |
| 1Y | +8.7% | +44.4% | -35.8% | -6.7% |
| 3Y | +35.0% | +61.1% | -26.1% | +9.3% |
| 5Y | +204.2% | +18.5% | +185.7% | +134.6% |
| All | +204.2% | +17.1% | +187.1% | +134.6% |
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 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