+26.2%
ETR vs IBB
+44.4%
-18.1%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | +0.4% | -3.9% | +4.3% | +0.7% |
| 30D | +2.0% | +2.7% | -0.7% | +1.7% |
| 3M | -1.7% | +21.4% | -23.0% | -3.5% |
| 6M | +3.6% | +20.1% | -16.5% | +1.8% |
| YTD | +18.0% | +21.9% | -3.8% | +15.4% |
| 1Y | +26.2% | +44.1% | -17.9% | +21.6% |
| All | +26.2% | +44.4% | -18.1% | +21.6% |
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 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