+1,458.7%
ET vs IBB
+726.0%
+732.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.8% |
| 7D | +0.9% | +1.4% | -0.5% | +0.1% |
| 30D | +7.5% | +10.5% | -3.0% | +1.3% |
| 3M | +11.4% | +23.6% | -12.2% | -1.7% |
| 6M | +18.5% | +22.6% | -4.1% | +4.2% |
| YTD | +37.4% | +25.7% | +11.7% | +18.8% |
| 1Y | +30.9% | +51.4% | -20.4% | +1.2% |
| 3Y | +98.7% | +64.4% | +34.4% | +43.5% |
| 5Y | +230.7% | +22.1% | +208.6% | +178.7% |
| 10Y | +175.6% | +132.5% | +43.1% | +49.4% |
| All | +1,458.7% | +726.0% | +732.7% | +247.6% |
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