+1,296.6%
ET vs IBB
+732.7%
+563.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.6% |
| 7D | -7.9% | -1.8% | -6.0% | -7.1% |
| 30D | -5.9% | +5.1% | -11.0% | -8.9% |
| 3M | -5.2% | +10.7% | -16.0% | -11.4% |
| 6M | +0.3% | +22.9% | -22.6% | -12.1% |
| YTD | +23.1% | +26.7% | -3.6% | +5.2% |
| 1Y | +22.7% | +35.1% | -12.4% | +0.9% |
| 3Y | +75.4% | +80.2% | -4.8% | +19.3% |
| 5Y | +202.6% | +37.8% | +164.8% | +135.6% |
| 10Y | +213.0% | +161.2% | +51.8% | +57.0% |
| All | +1,296.6% | +732.7% | +563.9% | +207.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling