+235.9%
ET vs IBB
+22.5%
+213.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | +0.9% | +1.4% | -0.5% | +0.5% |
| 30D | +7.5% | +10.5% | -3.0% | +4.0% |
| 3M | +11.4% | +23.6% | -12.2% | +3.9% |
| 6M | +18.5% | +22.6% | -4.1% | +10.5% |
| YTD | +37.4% | +25.7% | +11.7% | +26.8% |
| 1Y | +30.9% | +51.4% | -20.4% | +12.5% |
| 3Y | +98.7% | +64.4% | +34.4% | +63.0% |
| All | +235.9% | +22.5% | +213.5% | +182.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling