+248.8%
EW vs IBB
+133.2%
+115.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.5% |
| 7D | +6.5% | -1.4% | +7.8% | +7.2% |
| 30D | +22.5% | +6.8% | +15.7% | +17.5% |
| 3M | +13.0% | +9.2% | +3.8% | +6.5% |
| 6M | +37.1% | +28.3% | +8.8% | +16.4% |
| YTD | +24.1% | +29.4% | -5.3% | +4.5% |
| 1Y | +24.2% | +33.2% | -8.9% | +2.6% |
| 3Y | +64.8% | +90.2% | -25.4% | +4.5% |
| 5Y | -7.4% | +44.0% | -51.4% | -29.8% |
| 10Y | +248.8% | +133.1% | +115.7% | +87.5% |
| All | +248.8% | +133.2% | +115.6% | +87.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling