+1,467.9%
ETR vs IBB
+566.2%
+901.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.2% |
| 7D | +0.4% | -1.8% | +2.2% | +0.9% |
| 30D | +7.5% | +5.1% | +2.5% | +6.0% |
| 3M | +4.4% | +10.7% | -6.3% | +1.3% |
| 6M | -1.5% | +22.9% | -24.4% | -7.3% |
| YTD | +21.8% | +26.7% | -4.9% | +13.4% |
| 1Y | +18.4% | +35.1% | -16.7% | +8.3% |
| 3Y | +148.5% | +80.2% | +68.3% | +108.4% |
| 5Y | +152.6% | +37.8% | +114.8% | +125.2% |
| 10Y | +354.5% | +161.2% | +193.3% | +233.2% |
| All | +1,467.9% | +566.2% | +901.7% | +590.3% |
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