+5,805.1%
EW vs IBB
+565.6%
+5,239.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.1% | +1.0% |
| 7D | +4.9% | +1.6% | +3.3% | +4.1% |
| 30D | +24.1% | +6.7% | +17.4% | +20.1% |
| 3M | +13.7% | +6.3% | +7.4% | +9.9% |
| 6M | +32.7% | +23.9% | +8.8% | +18.7% |
| YTD | +24.1% | +26.6% | -2.5% | +9.7% |
| 1Y | +23.6% | +29.6% | -6.0% | +7.9% |
| 3Y | +64.8% | +86.1% | -21.3% | +18.3% |
| 5Y | -8.8% | +40.3% | -49.1% | -25.0% |
| 10Y | +248.8% | +128.1% | +120.7% | +126.8% |
| All | +5,805.1% | +565.6% | +5,239.6% | +1,954.9% |
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