+817.5%
EQT vs IBB
+546.5%
+271.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.9% |
| 7D | -0.8% | -1.7% | +0.8% | -0.1% |
| 30D | +6.6% | +4.9% | +1.8% | +4.1% |
| 3M | +4.4% | +24.2% | -19.9% | -6.0% |
| 6M | -10.5% | +23.8% | -34.4% | -19.7% |
| YTD | +3.7% | +23.0% | -19.2% | -6.7% |
| 1Y | +9.9% | +46.2% | -36.3% | -8.9% |
| 3Y | +35.4% | +64.8% | -29.5% | +4.7% |
| 5Y | +189.2% | +20.9% | +168.3% | +154.3% |
| 10Y | +50.7% | +121.6% | -70.9% | -2.7% |
| All | +817.5% | +546.5% | +271.0% | +181.8% |
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