+0.3%
ET vs IBB
+24.7%
-24.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.6% |
| 7D | -7.9% | -1.8% | -6.0% | -8.0% |
| 30D | -5.9% | +5.1% | -11.0% | -5.0% |
| 3M | -5.2% | +10.7% | -16.0% | -4.2% |
| 6M | +0.3% | +22.9% | -22.6% | +2.9% |
| All | +0.3% | +24.7% | -24.5% | +2.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling