+34.8%
ET vs IBB
+45.6%
-10.8%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | 0.0% |
| 7D | +0.4% | -1.7% | +2.1% | +0.4% |
| 30D | +6.9% | +4.9% | +2.0% | +7.0% |
| 3M | +13.1% | +24.2% | -11.1% | +14.1% |
| 6M | +18.7% | +23.8% | -5.1% | +19.9% |
| YTD | +37.4% | +23.0% | +14.5% | +38.7% |
| 1Y | +34.8% | +46.2% | -11.3% | +36.3% |
| All | +34.8% | +45.6% | -10.8% | +36.3% |
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