+26.4%
ET vs IBB
+42.2%
-15.8%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -3.2% |
| 7D | -6.0% | +2.2% | -8.2% | -5.8% |
| 30D | -6.1% | +6.3% | -12.4% | -5.3% |
| 3M | -2.7% | +16.3% | -19.0% | -1.4% |
| 6M | +0.2% | +30.0% | -29.7% | +2.4% |
| YTD | +24.3% | +31.1% | -6.8% | +27.0% |
| 1Y | +26.4% | +42.0% | -15.6% | +27.9% |
| All | +26.4% | +42.2% | -15.8% | +27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling