+318.5%
ESI vs IBB
+126.8%
+191.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +5.5% | -0.5% | +6.0% | +6.0% |
| 30D | -7.8% | +4.6% | -12.3% | -10.6% |
| 3M | -15.0% | +6.8% | -21.8% | -19.6% |
| 6M | -24.9% | +23.1% | -48.0% | -36.4% |
| YTD | +33.2% | +26.0% | +7.2% | +11.1% |
| 1Y | +24.9% | +30.4% | -5.4% | +1.6% |
| 3Y | +77.8% | +85.4% | -7.7% | +11.3% |
| 5Y | +37.1% | +39.7% | -2.6% | +3.8% |
| All | +318.5% | +126.8% | +191.8% | +119.9% |
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