+5,600.8%
EW vs IBB
+566.2%
+5,034.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.5% |
| 7D | +11.0% | -1.8% | +12.8% | +11.9% |
| 30D | +19.1% | +5.1% | +14.0% | +16.1% |
| 3M | +14.4% | +10.7% | +3.6% | +8.4% |
| 6M | +22.8% | +22.9% | -0.1% | +10.3% |
| YTD | +19.8% | +26.7% | -6.9% | +5.8% |
| 1Y | +23.9% | +35.1% | -11.2% | +6.0% |
| 3Y | +52.2% | +80.2% | -28.0% | +11.0% |
| 5Y | -13.9% | +37.8% | -51.8% | -28.6% |
| 10Y | +241.9% | +161.2% | +80.7% | +109.3% |
| All | +5,600.8% | +566.2% | +5,034.7% | +1,883.1% |
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