+24.4%
EW vs IBB
+29.7%
-5.2%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +4.9% | -0.5% | +5.4% | +5.1% |
| 30D | +23.9% | +4.6% | +19.4% | +21.7% |
| 3M | +15.8% | +6.8% | +8.9% | +12.7% |
| 6M | +31.7% | +23.1% | +8.5% | +21.2% |
| YTD | +25.7% | +26.0% | -0.3% | +14.1% |
| 1Y | +24.4% | +30.4% | -5.9% | +11.0% |
| All | +24.4% | +29.7% | -5.2% | +11.0% |
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