+1,485.5%
ETR vs IBB
+584.7%
+900.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +0.4% |
| 7D | +1.7% | +2.7% | -1.0% | +1.0% |
| 30D | +8.7% | +6.3% | +2.4% | +6.9% |
| 3M | +4.9% | +11.1% | -6.1% | +1.7% |
| 6M | +0.8% | +29.2% | -28.5% | -6.3% |
| YTD | +23.1% | +30.2% | -7.1% | +13.9% |
| 1Y | +17.9% | +39.5% | -21.6% | +7.0% |
| 3Y | +154.5% | +92.3% | +62.2% | +109.8% |
| 5Y | +160.3% | +43.0% | +117.3% | +129.8% |
| 10Y | +366.9% | +137.1% | +229.8% | +251.7% |
| All | +1,485.5% | +584.7% | +900.7% | +592.9% |
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