+310.8%
ESI vs IBB
+139.6%
+171.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.4% | +3.1% |
| 7D | -3.5% | +2.7% | -6.2% | -5.2% |
| 30D | -9.3% | +6.3% | -15.6% | -13.2% |
| 3M | -12.8% | +11.1% | -23.9% | -19.8% |
| 6M | -24.6% | +29.2% | -53.8% | -38.4% |
| YTD | +32.7% | +30.2% | +2.5% | +8.1% |
| 1Y | +20.3% | +39.5% | -19.2% | -6.9% |
| 3Y | +80.2% | +92.3% | -12.1% | +9.9% |
| 5Y | +40.0% | +43.0% | -3.0% | +4.1% |
| 10Y | +310.8% | +137.1% | +173.7% | +107.2% |
| All | +310.8% | +139.6% | +171.2% | +107.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling